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Guided Wealth Portfolios


Investing for your future has never been more convenient with our Guided Wealth Portfolios. This service combines the expertise of a personal financial advisor with sophisticated technology, offering you personalized, objective investment advice accessible 24/7 through an online platform. Our intuitive technology makes managing your investments easy while still providing the personal touch of a dedicated advisor. Guided Wealth Portfolios provide a customized roadmap based on your specific goals and risk preferences, with advanced techniques designed to help you achieve your financial objectives. Experience the convenience of automated investing with the added benefit of professional guidance. Get started today and take control of your financial future with ease and confidence.

Complete the form, and as soon as you provide the required info, you'll receive an email with your exclusive link to claim your FREE Will.

 

It's that easy! Just a few clicks away from peace of mind.

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Navigating Your Financial Journey With Confidence

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, ID, MN, NV, OR, TN, TX, and WA. CA Insurance License # 0E63308 Bob Chitrathorn is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC. and Simplified Wealth Management, Inc are separate entities from LPL Financial. Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Simplified Wealth Management or LPL.

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