Comprehensive Wealth Management Services

Guided Wealth Portfolios is our new digital investment platform designed to help you plan for retirement, save for a major purchase, or simply put your money to work for you by investing in the market.

Simple

Guided Wealth Portfolios, offers a diversified portfolio made up of low-cost ETF's.

Convenient

You still get the Latus Group experience & expertise, but with added convenience and transparency of a digital investing platform.

Low-Cost

GWP provides the opportunity for you to access our services and advice at a lower cost.

Let's Get Started Building Your Portfolio

Low Minimum Platform

Our unique online platform, Guided Wealth Portfolios, combines the benefits of a personal financial advisor with sophisticated technology. This new tool is designed to help you:

Plan for retirement
Save for a major purchase or
Simply put your money to work for you by investing in the market.

Five Practical Steps to Build an Emergency Fund

Building an emergency fund requires a systematic approach, read our blog below to see how you can do it in five practical steps.

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Investing Made Easy: How to Start Small

Here are four areas of focus to help you get started on your investing journey.

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Taking Your Savings One Step at a Time: A Guide for HENRYs

Here’s how you can approach your finances with a savings mindset and take your savings one step at a time.

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