welcome to intellect advisor

Intellect Advisor is integrated with Guided Wealth Advising which uses the intelligence of an online portfolio manager combined with personal assistance and support from a professional wealth advisor. 

A Smart Investment Option

Guided Wealth Portfolio (GWP) is a sensible investment solution to consider, whether you’re just getting started or have been saving for a while. Our GWP tool uses proprietary software to develop a personalized investing plan that will help you pursue your long-term financial goals. You’ll enjoy the ease and convenience of online account opening and management with phone support from our wealth advisor who are available to answer your investment questions.

Personalized Recommendations

You don't have to be wealthy to get started! Your personal investing plan is free—just provide some information about yourself (age, risk tolerance, etc.) to see what Guided Wealth Advising with GWP recommends. If you are 60 or younger and have at least $5,000 ready to invest, you can choose to enroll in GWP. We'll implement your personal investment plan for less than you’d pay for than a traditional advisory account.

Here are some of the features and benefits that you get with Guided Wealth Portfolio:

Holistic advice 

By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.

Tax-efficient investing

Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.

Consistent monitoring

Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

Tax-loss harvesting 

If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.

Financial advice

We’re available if you have a question about your account or investing strategy.

2019 Road Map

As we look forward to the new year and beyond, Intellect Advisor helps to provided for resources to give investors aspirations and understanding of the road ahead. With this in mind we bring you the LPL Financial 2019 outlook. It is  distributed annually and is based on LPL best research, ideas and forecast to help and aid for a deeper understanding of the markets and economy. A true blue print and excellent read.We are proud to provided the 2019  LPL outlook for those who like to stay ahead of the curb and like to stay current as the world moves forward. 

Guided Wealth Advising refers to Guided Wealth Portfolios (GWP), a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL.

FutureAdvisor and LPL are non-affiliated entities.

With your free dynamic proposal, you will have access to sample recommendations at no charge to you. If you decide to open a GWP investment management account, you will be charged a quarterly account fee, as well as certain additional costs such as underlying investment fees and expenses and other miscellaneous fees. If you decide to implement sample recommendations in the proposal with another firm, you may be charged fees, commissions or expenses by that firm, as well as underlying investment fees and expenses.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.  Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. 

If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.