Crafted Portfolios

Everyone could use a little help now and then, with WealthVisor™, that help becomes the backbone of your financial future. After your account is setup, we will match you with a few recommended strategies to help build out your investment plan. We ensure each client portfolio has been expertly crafted and maintained by our investment professionals, but don’t worry because you can always edit them with different securities to better execute your investment objectives.

With each portfolio, we take into account your specific risk level, investment range, and other key factors to design a smart strategy for you. Keep scrolling and hover over our charts to see how we divide assets to help multiply your goals faster using some of our various pre-designed portfolio solutions.


First Home Buyer

The First Home Buyer Portfolio is comprised of moderate growth investments with controlled risk. It has an emphasis on mutual funds and stocks. There is also a small allocation for basic Level 1 options trades to amplify returns while keeping 10-15% of total earnings in cash. The goal of The First Home Buyer Portfolio is to protect and buffers new buyers who need to ensure stability with their new home investment.

The only way forward is with a plan.

Gain insight into your financial horizon now.