Beacon Wealth Management Group Now OFFERS ADVISOR-ENHANCED DIGITAL INVESTMENT PLATFORM
We are pleased to now offer an advisor-enhanced digital platform designed to enhance the investor experience. The online investment platform was designed as an innovative option for clients seeking a technology-enabled investment solution combined with the opportunity to have a relationship with a financial advisor.
“We continually enhance our offering to meet the evolving needs and desires of our clients,” said Anthony M Calabrese CFP®, PPC™. “This platform can deliver on investors’ increasing expectations for a digital service experience without losing the personal relationship between client and advisor that can lead to better outcomes. We look forward to being able to support clients seeking objective financial advice in innovative ways to help them work toward their financial goals.”
Through an online portal, clients can open new accounts, view their portfolio and make updates to their personal information as their lives change. The platform creates personalized investment strategies based on individual goals, time horizon and risk preferences. An advisor provides oversight and can offer guidance and planning resources to clients as their financial needs and goals evolve.
“There is an increasing demand for financial advice, with investors seeking ways to meet their near-term and long-term financial goals,” said Anthony M Calabrese CFP®, PPC™. “Whether they’re just getting started with investing or simply prefer a digital experience, our goal of providing this digital platform is to expand the range of options available to help our clients work toward their financial goals.” GWP Delivers....
Cutting-Edge Technology + Advisor Experience
Unlike most automated investing platforms, you'll have access to an advisor – me – in addition to the convenience of investing online. Along with the benefits of using research-backed technology, you'll have the opportunity to build a relationship with an advisor at a lower account minimum than is traditionally available. I will oversee your account and be available to provide you with investment advice as needed. I have the following experience:*
- 17 Years of experience
- Financial and Estate Planning, E-Money and Riskalyze Enrollment
- 2 vigorous certifications
Beacon Wealth Management Group and Anthony M Calabrese CFP®, PPC™ is supported by LPL Financial, a leader in the retail financial advice market and the nation’s largest independent broker-dealer*, providing resources, tools and technology that support advisors in the delivery of personal, objective financial advice.
For more information about the technology solution, check out this brief video located here https://lpl.vids.io/videos/7c9adcb51b1fedcdf4/powering-your-future-with-a-human-touch , visit our dedicated GWP Home Page on our website at https://www.bwmglp.com/beacon-guided-wealth-portfolios or contact me at 973-335-0100 x 302.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial. GWP uses proprietary, automated, computer algorithms of FutureAdvisor, Inc. to generate investment recommendations based upon model portfolios constructed by LPL Financial. FutureAdvisor and LPL Financial are not affiliated entities. Both LPL Financial and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL Financial is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
* Based on total revenues, Financial Planning magazine June 1996-2017
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $509 billion in advisory and brokerage assets as of December 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 financial institutions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 46,000 retirement plans with an estimated $127 billion in retirement plan assets, as of December 31, 2016. LPL also supports approximately 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities and Advisory Services offered through LPL Financial, LLC. Member FINRA/SIPC
Beacon Wealth Management Group and LPL Financial are separate entities.