E.F. Heagen & Associates

(949) 487-6711

Guided Wealth Portfolio's

Start Investing for Your Future Today

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the E.F. HEAGEN & ASSOCIATES experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.

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 GWP, we’ll be your personal advisor, dedicated to you and your goals, helping to guide you through the investing process. Our Guided Wealth Portfolios service offers:

  • Personalized planning, service, and advice: The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, your advisor is only a phone call away.
  • Intuitive, intelligent technology: See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.
  • Advanced wealth management at a lower cost: We can implement your personal roadmap using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.

Whatever your retirement goals, we can help you.

Intelligent Investing

Guided Wealth Portfolios offers investment management designed to protect your portfolio against volatility and help you pursue your financial objectives. By investing with us, you receive:

Personalized roadmap – Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.

Holistic advice – By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.

Tax-efficient investing – Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.

Consistent monitoring – Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

Tax-loss harvesting – If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.


Edward F. Heagen's
Guided Wealth Portfolio

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Scott Willingham's
Guided Wealth Portfolio

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