We partner with clients, families, and small businesses to help them with every aspect of their life that touches finances. Through caring, integrity, and financial expertise, we develop a specialized plan to pursue their goals. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Insurance products are offered through LPL or its licensed affiliates. First International Bank & Trust and First International Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First International Investments, and may also be employees of First International Bank & Trust.
Insurance products are offered through LPL or its licensed affiliates. First International Bank & Trust and First International Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First International Investments, and may also be employees of First International Bank & Trust.
Services
Our conversations start with asking what's important to you and then building a plan to fit your needs. We understand that finances can be a difficult subject to discuss, especially with someone you haven't established a relationship with yet. As financial consultants, our purpose isn't to give cold advice on your next financial move, but to truly build a long-term partnership aimed at reaching your goals.
While other digital investing solutions, or robo advisors, offer online investment management, most don't include a direct personal relationship with a dedicated financial advisor. With Guided Wealth Portfolios, we'll be your personal team, dedicated to you and your goals, helping to guide you through the investing process.
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