Purse Your Goals With Confidence

Your Investment Team

       Your Financial Advisor – GPSPath Investment Guide

Whether you are saving for a specific goal, or trying to manage your own investments, as your financial advisor, we can help you stay on track. Like other professional relationships you develop, a financial advisor can be a lifelong guide for helping you make well-informed decisions through your lifetime. We can help you clarify your goals and help you develop a financial plan, gain a comprehensive view of your financial picture, and invest in strategies that can help you achieve your objectives. 

As independent financial advisors we have flexibility in the investments we provide, helping you customize a plan to meet your unique needs. We will regularly monitor the ongoing progress toward your individual goals and, if your financial circumstances change, we’ll be ready to suggest changes to your investment strategy.

Your investment team also includes an investment platform, portfolio strategists and a custodian that all play important roles in helping you as your GPSPath advisor focus on what’s most important: you and your financial well-being. 

      Your Investment Solution Provider: AssetMark, Inc (logo)

For more than 20 years, AssetMark has provided independent advisors and their clients with unique investment and wealth management solutions that work toward specific objectives, whether it’s saving for retirement, funding an education, or planning for your legacy. 

All of the investment solutions offered at AssetMark undergo a rigorous due diligence process that ensures the investment solutions fit into and complement the investment lineup, providing advisors with a range of solutions in each category and diverse approaches to investing. The due diligence team also performs ongoing extensive reviews of these solutions with comprehensive evaluations and visits to strategist’s offices. 

Fast Facts about AssetMark (pdf) file link

How AssetMark Trust Protects Client Assets (pdf) file link

Ferguson Financial Advisors & Ferguson Financial Group, LLC

Investment advisory services offered through RAE Wealth Management LLC dba Ferguson Financial Advisors; an investment advisor registered with the State of Utah.

Ferguson Financial Advisors unique CRD number is 323758. Registration does not imply any level of skill or training. You can obtain a copy of Ferguson Financial Advisors firm brochure (Form ADV Part 2A) free of charge by visiting FERGUSON FINANCIAL ADVISORS - Investment Adviser Firm (sec.gov).

Ferguson Financial Advisors offers investment advisory services only where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A.

Insurance services provided by Ferguson Financial Group, LLC. an affiliated company. Ferguson Financial Advisors and Ferguson Financial Group do business collectively.