Guided Wealth Portfolio Options
Whether you’re looking to build your own investment plan online or need personalized guidance from a Wealth Advisor, we offer convenient options to help improve your strategy.
GUIDED WEALTH PORTFOLIOS
Guided online investing that lets you easily create, manage, and track your individual plan performance. Your portfolio is professionally managed, and our Wealth Advisors are available to help with any questions.
Includes:
- Dedicated onboarding specialist.
- Investment strategies aligned to your goals.
- Professional portfolio management.
- Guidance through the goal setting process.
GUIDED WEALTH PORTFOLIOS PLUS
All the benefits of Guided Wealth Portfolios delivered by a dedicated Premier America Wealth Advisor who will provide customized guidance and an annual performance review of your individual plan.
Includes:
- Discussion and definition of your top financial goals.
- Setting a realistic plan to accomplish your goals.
- Personalized recommendations on how to organize your life.
- Detailed cash flow plan showing where your money goes each month.
- Personal annual reviews of your plan.