Investing earlier allows you to grow your savings beyond what they could be by simply sitting in a cash account. The earlier you begin investing, the more you could potentially have when you hit your goal.
iWealthConnect™ is here to help you ensure you have the right strategy for you and your unique situation, as well as to stick to that strategy through good times and bad.
Guided Wealth Portfolios can be a great solution for you! You can enjoy a sophisticated, online investment solution and begin building a relationship with our team. We’re here to help you along the way!
You’ll choose from three primary goal options:
If you want to invest for retirement or a major purchase, you’ll be asked to indicate when you’d like to reach your goal. Your investment time frame will be the key factor in determining your initial portfolio allocations for your retirement or major purchase goal.
Next, you’ll answer a series of risk tolerance questions to help us understand your investment preferences. We’ll seek to discover if you prefer:
If you’re investing for retirement or a major purchase, time will be the key determining factor in your portfolio allocation. Your risk tolerance will determine the “tilt” to your portfolio—whether you have more equity or more fixed income investments, or a balance of the two. On the other hand, if you’re investing for general purposes, your risk tolerance will be the key determining factor in your portfolio allocation.
Investing earlier in life can help you better prepare for your future!
GWP offers access to a personal advisor who can review your portfolio, help you understand your portfolio performance, answer investment questions, and evaluate your solution to align with your goals.
By using Guided Wealth Portfolios, we aim to provide you a diversified portfolio that matches your risk preferences and helps you work toward your unique financial goals.
Professional background
Rusty Handler is an LPL employee and is part of the CFO Solutions program that supports multiple advisors' businesses. He has assisted his clients in...
Donald is a Financial Consultant with Independent Wealth Connections. He offers an extensive menu of investment planning products and services to his clients. The primary focus of...
Before entering the financial services industry, Don Jr. worked for five years as both a data analyst and account specialist with Center Partners. Now an LPL Registered Client...
Violet Morgan is the operations and administrative manager for Independent Wealth Connections. She brings decades of business and professional experience to the position. She has...
David E. Archibald, CFA® has more than 40 years of experience advising corporate, institutional and HNW clients. He has served as a chief investment officer, senior institutional...
Frances Morgan is a graduate of St. Dominic’s Catholic school in Post Falls, Idaho. She helps with all aspects of the general office processes and is learning about the world of...
Karolina is an Administrative Assistant helping to manage and support the operations of the business. She brings with her a strong work ethic and commitment to excellence for...
