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GWP

Guided Wealth Portfolios (GWP) provides you personalized, investment advice through an online platform with 24-7 access to your accounts. Our new platform combines the benefits of a personal financial advisor with sophisticated technology.

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Our Clients, Our Community and Our Non-Profit Organizations.

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Philanthropic Approach.

Our team approach offers a range of services to provide more benefits to our clients.

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Welcome to Pollack Financial Group, LLC

Our main goal is to empower our clients to make better and more informed decisions. We encourage our clients to be conscious about the 5 things that we believe to be essential;

Taxes - Transparency - Risk - Discipline - Fees

Our distinct wealth vision system makes it virtually effortless for you to take these crucial steps in your life.

Let us guide you in pursuing your financial goals!

Most Recent Podcast: Click below to check it out!

The biggest mistake, when it comes to retirement planning

Helpful Content

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Building Your Legacy

A four-step framework for building a personal legacy.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

View all articles

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

When Markets React

When markets shift, experienced investors stick to their strategy.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

View all videos

Articles

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Building Your Legacy

A four-step framework for building a personal legacy.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

View all articles

Calculators

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators

Presentations

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations

Videos

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

When Markets React

When markets shift, experienced investors stick to their strategy.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

View all videos

Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

Download Market Commentary

Download Economic Commentary

Have A Question?

Latest Blog Post

My appearance on the Entrepreneur Podcast Network

July 25, 2019

Follow the link to my appearance on the Entrepreneur Podcast Network. Talking about my journey through the industry, 401k theories, client empowerment, and much more. Apple Podcasts: https://podcasts.apple...

Americans are boozing less...are you?

January 18, 2019

For the third straight year, Americans are boozing less and less thanks to the growing trend of "mindful drinking or complete abstinence," said industry tracker IWSR. Overall, U.S. alcohol volumes dipped 0.8% in 2018, even worse than...

Netflix or Hulu is The Beyonce of Streaming?

January 17, 2019

Netflix began hyping its Fyre doc just over a week before its Jan. 18 release. But out of nowhere yesterday, Hulu dropped its own Fyre documentary, cementing itself as the Beyoncé of streaming

Experience Matters

Pollack Financial Group, LLC is a financial consulting and investment management firm that serves individuals, corporations, foundations and non-profit organizations. Founder and Managing Partner Scott Pollack is a registered principal and branch office manager of LPL Financial, ranked the #1 independent broker/dealer in the nation* for the 21^st consecutive year. Mr. Pollack has worked in financial services specializing in higher education since 1989. He opened his firm in 200... Learn More