Start Investing with WealthBuilder
For beginners, we aim to keep it simple. We blend the benefits of personalized guidance from a trusted advisor with an online investing and planning experience.
A WealthBuilder portfolio may be right for you! We've partnered with AssetMark to provide prospective clients with an easy needs assessment and risk analysis.
Want more details? View the WealthBuilder Prospective Client Brochure
We begin with a few quick and easy financial questions. Then we assess your risk. Lastly, the intuitive system will suggest an appropriate diversified portfolio.
If the proposal is of interest to you, the next step would be for you to meet with one of our advisors to determine if this type of portfolio is in fact the best option for you, given your needs.
See a SAMPLE PROPOSAL.