George Wealth Management now makes available a hybrid option to complement our traditional practice. In addition to our existing planning and investment options, we now offer Voya Digital Adviser, an online, interactive advice tool that delivers cost-efficient, fee-based model portfolios in which you invest based on information about you as an investor.
What is Voya Digital Adviser?
It’s a digital investment advice tool offered by Voya Financial Advisors, Inc. that provides access to a number of model portfolios in which you can invest based on your investment objectives, goals, and risk tolerance. In addition, you will have access to our team along the way plus online planning tools to help you track your progress to reach your savings goals.
VDA can be part of our existing or new relationship and offers digital, on-demand access to your financial journey. Through our website, the new account opening process is streamlined, allowing for you to quickly and efficiently establish a low minimum account at a price point lower than our traditional fees. This account can be set up as a traditional or Roth IRA, or other individual (Non-IRA) account.
You can get started with as little as $5,000. In addition, our holistic financial services and planning practice offers straight-forward and custom alternatives to establish, engage or build upon our relationship. Regardless of how you choose to work with us, you are always supported by direct access to our team as you work to meet your financial goals.
Please invest a few minutes of your time on our website at www.george-wealthmanagement.com to see our comprehensive suite of financial services and resources available to you. In the meantime, feel free to call our office with any questions you have or to arrange a one-on-one meeting.
Not FDIC/NCUA/NCUSIF Insured I Not a Deposit of a Bank/Credit Union I May Lose Value I Not Bank/Credit Union Guaranteed I Not Insured by Any Federal Government Agency
Voya Financial Advisors, Inc.'s (VFA) Form ADV Part 2A (ADV) contains details regarding the fees you pay to invest with VFA, along with additional important information regarding the services VFA offers, along with VFA's investment advisory business. Please read this information carefully before investing. Investments are not guaranteed and are subject to investment risk including the possible loss of principal. The investment return and principal value of the security will fluctuate so that when redeemed, may be worth more or less than the original investment. Past performance is no guarantee of future results.
Investment adviser representative and registered representative of, and securities and investment advisory services offered through, Voya Financial Advisors, Inc. (member SIPC). [DBA name] is not a subsidiary of nor controlled by Voya Financial Advisors