Guided Wealth Portfolios
Guided Wealth Portfolios combine the benefits of a personal financial advisor with digital investment technology. Whether you’re planning for retirement, saving for a major purchase, or just looking to invest in the market, you can answer just a few questions and receive a personalized proposal. When you’re ready to invest, the technology makes it easy, plus you get the experience of Gorham Financial Group’s financial consultants.
- Customized investment plan
- Dedicated financial advisor
- Investment portal with 24/7 access
- Low management fees
Do It Yourself Investing
With Advice When You Need It
With Guided Wealth Portfolios you get the convenience of automated investing with personal attention from the experienced financial consultants of Gorham Financial Group, who are just a phone call away. They’ll work with you to help you pursue your financial goals.