Guided Wealth Portfolios

What is Guided Wealth Portfolios?

What is Guided Wealth Portfolios?

Guided Wealth Portfolios is like a robo-advisor, but more personalized! A traditional online advisor provides portfolio management advice without involving human financial planners.

With our Automated Advising service, you get the intelligence of our Guided Wealth Portfolio combined with personal assistance and support from a professional wealth advisor.

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A Smart Investment Option

Guided Wealth Portfolios is a sensible investment solution to consider, whether you’re just getting started or have been saving for a while. Our Guided Wealth Portfolio (GWP) uses proprietary software to develop a personalized investing plan that will help you pursue your long-term financial goals. You’ll enjoy the ease and convenience of online account opening and management with phone support from our wealth advisors who are available to answer your investment questions.

Personalized Recommendations

You don’t have to be wealthy to get started! Your personal investing plan is easy to access—just provide some information about yourself (age, risk tolerance, etc.) to see what GWP recommends. If you are 68 or younger and have at least $5,000 ready to invest, you can choose to enroll in Guided Wealth Portfolios. We’ll implement your personal investment plan for less than you’d pay for our advisory services.

And if you ever have any questions, we’re only a phone call away!

Click Here for Your Guided Wealth Portfolio

Curious About Other Options? 

Schedule a free, no-obligation consultation with one of our wealth advisors. We’ll help you determine an appropriate investing approach for your situation.

Schedule an appointment here:

How Guided Wealth Portfolios Works

How Guided Wealth Portfolios Works

1. Enter Your Information

  • To get started, we’ll need some information about you: your age, risk tolerance, current investments and savings.

2. Review Your Personalized Investing Plan

  • After you enter your information and connect your existing investment accounts, we’ll provide you with a financial road map tailored for your specific situation.
  • You’ll see recommendations demonstrating how your portfolio can potentially be improved by using the Guided Wealth Portfolio. This road map is free and remains available to you for 45 days.

3. Implement Your Plan

  • If you decide to enroll in the managed service and let us implement your road map, the Guided Wealth Portfolio will administer your account using our sophisticated investing process. It is an affordable way to minimize fees, reduce taxes and help you pursue your financial goals.
  • Want to see what we recommend for your situation? Our advice is included in the fee and getting started is simple.
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Why Choose Guided Wealth Portfolios?

  • Low Minimum Platform
  • Automatic account diversification and rebalancing
  • Tailored to your age, risk tolerance and portfolio size
  • Looks for ways to reduce taxes
  • Low minimums (just $5,000 to start)
  • Appropriate for investors age 68 or younger
  • 24/7 online access with advisor support anytime you need it

Get your proposal now! Or schedule a complimentary consultation with one of our wealth advisors to determine which investment strategy is appropriate for your current situation.

 

GWP Investor Enrollment Video

Guided Wealth Portfolios (GWP) combines the convenience of technology with access to a personal financial advisor. GWP has a unique account-opening process that allows you to connect any existing accounts, so you can view a customized proposal before deciding to move forward with enrollment. This video will take you through the steps from the GWP login page through to enrollment.

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 non-affiliated 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 and LPL is also a Member FINRA/SIPC.

With your free dynamic proposal, you will have access to sample recommendations at no charge to you. If you decide to open a GWP investment management account, you will be charged a quarterly account fee, as well as certain additional costs such as underlying investment fees and expenses and other miscellaneous fees. If you decide to implement sample recommendations in the proposal with another firm, you may be charged fees, commissions, or expenses by that firm, as well as underlying investment fees and expenses. 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. An annual small account fee is applied to accounts with less than $10,000 invested.

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.

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