Broker Check

Bridging the Gap

February 26, 2019


The wealth management industry has historically under-served one particular group: Young people.

To bridge the gap, Platania Financial is rolling out a new digital investment platform called Guided Wealth Portfolios which has an account minimum of just $5,000. 



The Guided Wealth Portfolios (GWP) platform helps us help more people. It's important for a few reasons:

  • The $5,000 account minimum is significantly lower than those typically required by wealth management firms.
  • Opening an account online is easy and takes 10-15 minutes. Getting started can be the hardest part and GWP streamlines that process.
  • GWP pairs online investing with having a relationship with human financial advisors - Jim Sr. and myself.

Fundamentally, GWP enables us to employ the same planning and investing principles, executed at a lower price point, to grow with younger investors until they need a more hands-on approach.

If you're new to investing and want the guidance of a financial advisor, consider opening up a GWP account. It's great for experienced investors that want to open an investment account for a younger family member as well.

Click here to get started. And as always, we'll be right by your side to answer any questions you have along the way.