Discover a modern take on classic financial planning
Because financial freedom
never gets old.
Invest in your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.
Introducing Guided Wealth Portfolios
with Mike Tarrant, CFP®
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 Mike Tarrant’s 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.
Intelligent investing with a personalized roadmap
Guided Wealth Portfolios (GWP) offers investment management designed to protect your portfolio against volatility and help you pursue your financial objectives. 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.
Make every
mile count
Access your GWP account here
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.
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.
CONSISTENT
MONITORING
Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.
Mike's Story
I became a financial planner in 1992.
I was inspired by my parents’ hard work, watching them make ends meet while growing up in our blue collar, middle-class Atlanta neighborhood. I have always tried to help others, and now as a financial planner, I strive to help people make the most of their lives and relationships through personalized financial planning.
When people ask me what I do, I tell them I help clients align their money with their life’s goals.
Most of my clients want help figuring out if what they’re doing will get them where they want to go.
I take the time to consider a client’s entire situation, working with them step-by-step to make positive changes towards their financial goals. We address potential blind spots, and leverage technology to help keep things streamlined and efficient. I’ve been helping people organize and oversee their financial lives for 25 years now, and I love what I do.