10/08/2026
🌱 Just Getting Started with Investing? Starting with $5-10K?
At Pleasant Ridge Wealth, I believe everyone deserves an opportunity to start building their financial future—no matter where they are in their journey.
That's why I'm pleased to offer Guided Wealth Portfolios (GWP), an online investment solution designed for those who are ready to begin investing and want a simple, convenient way to get started.
With GWP, you can open an investment account online, receive a portfolio recommendation based on your goals, and benefit from ongoing professional portfolio management.
This is just one of the investment solutions available through Pleasant Ridge Wealth, specifically suited for those looking for a convenient starting point.
Already working with me? Nothing changes! This is simply another way I'm making investing more accessible to new investors
✅ Open your account online at your convenience
✅ Receive a personalized investment portfolio recommendation
✅ Benefit from automated portfolio management
✅ Access your investments online, 24/7
✅ Have a financial advisor you can reach out to with questions
🌐 Explore GWP and get started here:
https://getstarted.lpl.com/prospectview/home/pleasantridgewealth
*Investing involves risk, including possible loss of principal. Fees and eligibility requirements apply. Additional disclosures may be required.