Guided Wealth Portfolios

Start Investing in your future

 

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If you’d like to start or continue building your investment account for the future, we’d love to work with you through our digital investment advice platform, Guided Wealth Portfolios (GWP). With GWP, you’ll get access to a dedicated Investor Focused Solutions advisor, an investment plan personalized for you, and an online portal where you can track your portfolios progress.

Our Guided Wealth Portfolios service offers:

  • Personalized portfolio management, service, and advice: The path to your retirement goals is personalized for you and will change as your life does. If you ever have any questions, we’re only a phone call away.
  • Intuitive, intelligent technology: See your accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. With everything online, the process fast and easy.
  • Advanced wealth management with a low account minimum: We use algorithm-based investment techniques to help you work toward your retirement goals. Potentially benefit from trading techniques that can increase diversification and manage tax consequences.

 

Who is this strategy right for? GWP could make sense for those who:

  • Want an accessible way to manage their investments and a personal financial advisor
  • Are 68 and younger, with more than five years to retirement
  • Have at least $5,000 to invest*  

Through a GWP account, our advisors can help you with your retirement goals. The Investor Focused Solution Team is available to discuss any questions you may have about your portfolio. 

Start investing for your future today!

Click Here to Start

 

* An annual small account fee is applied to accounts with less than $10,000 invested.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL
Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate
investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities

If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice.

LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.