Our Approach

We believe that investments, meetings and your financial advisor should be accessible to you, even when you’re out exploring the world. Believing that, we offer online video meetings and services as a convenience, and believe in a location-indifferent service, once licensed in your state of course.

Explorent Wealth Management provides advisory services through Western Wealth Management, a registered investment advisor, and brokerage services through LPL Financial. We serve not only individuals and families, but also corporate executives, and small business owners.

An additional service is an even greater differentiator—we offer Guided Wealth Portfolios (GWP), is not advisor-driven where you still get the Explorent Wealth Management experience, but with the added convenience and transparency of an automated investing platform portal. The automated online feature is sometimes referred to as a “Robo-Advisor.” GWP can help many people in many situations, such as:

• New investors and smaller accounts ($5,000 minimum)
• A High-income earning professional accumulating wealth who are new to seeking advice for savings purposes
• Your parents, children or other family members who do not need a full-service advisory practice
• Tech-savvy individuals

GWP gives a client great freedom, while watching the cost, and a financial advisor in the background, just in case one is needed, making a great idea even better.

Once your life and financial needs get more complex, and you need more complex answers for your investment needs than GWP, Explorent provides full-time and personal financial advice, with an accessible, and traditional approach in our fee-based managed investments platform. You can find a more comprehensive list of our offerings under “Our Products & Services.”

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors 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.