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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!

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Helpful Content

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.