VestWise™
VestWiseTM
Invest in Your Financial Future
Get your personalized model portfolio recommendation today
Invest Wisely For
My Life

My Family

My Financial Health

VestWise™ is an online financial solution, combined with human advisors support, to better service
your needs and put a personalized strategy in the palm of your hand.

Our mission is to help you reach your financial goals
- No minimum to open a VestWise™ account*
- Access to financial advisor Dave Parkes, CFP®, RICP®
- Personalized model portfolio recommendations
- 0.45% annual fee based on the average daily balance of assets in your account
- Periodic rebalancing to help ensure the model portfolio continues to meet its objectives
- Easy, on the go access 24/7

How it works
Start investing with VestWise™
- Answer a few simple questions so VestWise™ can get to know you – see the FAQs for what information you will need
- View your personalized model portfolio recommendation
- Start your investing path
About VestWise™
Q: What information will I need when opening my account?
A: To open an account, you will have to provide your name, date of birth, social security number, a valid government ID, and additional financial information. During the registration process you will be asked certain questions about your investment experience and accounts.
For more FAQs and helpful information about VestWise, visit our FAQs Page.
About VestWise™
"VestWise™ is brought to you by Park Avenue Securities LLC which is a registered broker-dealer and a registered investment adviser and a wholly owned subsidiary of The Guardian Life Insurance Company of America.
From building a long-term investment strategy for retirement to saving for college, for years Park Avenue Securities has provided the tools to help clients step forward to take charge of their financial future. To learn more, visit www.ParkAvenueSecurities.com."
About VestWise™
0.45% Annual fee based on the average
daily balance of assets in your account
No minimum to open a
VestWise™ account*
*$5,000 minimum to invest in model portfolios comprised of ETFs. All funds less than $5,000 will be placed in an interest-bearing vehicle. Once your account reaches $5,000 or greater, the funds will automatically be placed into the recommended model portfolio. For more information about the VestWise™ program, please review the VestWise™ Wrap Fee Program Brochure.Asking the right questions about how you can save money for retirement without sacrificing your quality of life.