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Unlock The Power Of A Well-diversified Portfolio To Secure Your Financial Future

GET YOUR FREE INVESTMENT PROPOSAL

Tailored to meet your specific goals!

LET'S GET STARTED!

FOLLOW STEP BY STEP:

Step 1: Click the button!

Step 2: Watch the Step by Step Guide

Step 3: Complete a short 2 Minute Quiz

Step 4:  Get your custom Investment Proposal and access to our Guided Wealth Portfolios digital advice platform

Here's How it Works:

With a Guided Wealth Portfolio, you’ll get access to a financial advisor, a strategic financial plan, and  investment portfolio matched to your goals. 

Here's What To Expect:

  • ​On the next page I will walk you through on how to get YOUR custom investment portfolio (this video will explain our process and help you complete the questionnaire).​
  • ​Answer a few questions related to your goal, timeline, and funding preferences.​
  • ​From that information, you'll get a Guided Wealth Portfolio proposal created just for YOU
  • ​Once you Review and approve the proposal, we'll ask for details about your work history and investing profile to set up your account.
  • ​You'll get access to a dashboard with a comprehensive view of your investments. You can see how it's performing , add money, or make adjustments.

Envision a life where your money works for you, allowing you to enjoy what you love

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Odyssey Capital | 4819 Emperor Boulevard suite 432, Durham, NC 
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Disclosures
Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a  separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

With your free proposal, you will have access to sample recommendations at no charge to you. If you decide to open a GWP investment management account, you will be charged a quarterly account fee, as well as certain additional cost such as underlying investment fees and expenses and other miscellaneous fees. If you decide to implement sample recommendations in the proposal with another firm, you may be charged fees, commissions, or expenses by that firm, as well as underlying investment fees and expenses.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC

​We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.