Croxall Capital Planning - Digital Investment Advisory

Through our Guided Wealth Portfolios ("GWP") program you receive access to a technology driven investment platform, while still retaining the experience and expertise of Croxall Capital Planning.

What You Get

Digital Investing Platform

Access to an online portal that allows you to open, transfer, and view your accounts all in one place.

Personalized Advice

A technology driven investment platform while still being able to build a relationship with a financial planner.

Low Account Minimums

Looking for a place to start investing? Accounts can be opened in GWP for as little as $5,000¹.

How to Get Started

1. Get Your Proposal

Tell us about your goals, tolerance for risk, and time horizon. You’ll receive a custom proposal that lays out an investment allocation designed to help you pursue your savings objectives.

2. Implement Your Proposal

Ready to move forward? GWP makes it easy to open an account by following simple online steps. If at any time you have a question, Croxall Capital Planning is only an email or phone call away.

3. Monitor Your Money

Your investments will be monitored daily. Enjoy full transparency by being able to login to your client portal at any time to review your accounts and track your progress toward your goals.

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.

¹Accounts under $10,000 have an annual small account fee.