Riskalyze

It turns out 4 of 5 people have more risk in their portfolio than they previously realized. Take our 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to direct you to investments that better align with your desired risk tolerance.

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Wealth Portal

Our industry leading Wealth Portal allows you on demand access to all your financial accounts in one place to monitor account activity, track progress toward your financial goals, evaluate spending, and much more-this places you at the center of your financial world.

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Allocation and Investment

A key characteristic investors of successful investors is the ability to weigh the difference between risk and return. Utilizing our vast technological resources, Guided Wealth Advisors will help you properly allocate and invest your assets to directly align with your financial goals.

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Monitoring and Service

The thing that sets GWA apart is our dedication to ongoing monitoring and client service. With our industry leading technology and personal touch we aim to make sure that your investments not only fit you today, but carry you through your retirement. We are here to guide you every step of the way.

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We strive to create deep and lasting relationships with our clients. We are really excited for the opportunity to get to know you, but first here’s a little bit about us.

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7777 Center Ave #120
Huntington Beach, CA 92647

(949) 536-8400
888-253-7771
(949) 788-9245

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
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