Manage your life less, enjoy it more. See your full financial picture at a glance with WealthVision℠, a secure online dashboard for:
You are just a click away from everything you need, whenever you want it, from wherever you are, with one password. With WealthVision you can simplify your finances and spend more time on what’s important.
Our unique Guided Wealth Portfolios (GWP) is a robo solution, enhanced by an advisor. GWP is not a traditional Robo Advisor. The key difference is that unlike other robo solutions, GWP is designed to couple a digital investment platform with oversight, review, and advice from Olson Wealth Group. Powered by technology and algorithms along with LPL Research’s investment models, GWP is customized to meet the needs of all investors. It provides a financial offering for those who have less to invest and need a lower-touch access to a financial advisor. Cost is reduced with their cutting-edge digital investment experience.
Investors complete the investment personalized questions (IPQ) which assesses current savings and investment information, personal goals, time horizon, and risk tolerance. Investors are assigned one of three investment allocation Glidepath Tracks; Fixed income, balanced, or equity tilt. These tracks give investors their initial allocation and roadmap of their future investment plan throughout their investment time horizon. Your investments are strategically managed by LPL Research to maintain adherence to their investment objectives. You can choose to aggregate any or all of our outside accounts to create their dashboard and see their financial information in one place.
GWP is designed to give investors an entryway to financial advice and an opportunity for growth.