Why Guided Wealth Portfolios?

Easy Online Investing with the guidance of a Financial Advisor

Invest for your future with a digital investment platform that combines the benefits of a personal financial advisor with sophisticated technology.  Through our Guided Wealth Portfolios (GWP) investment platform, you get our experience and expertise with added convenience and transparency of a 24/7 digital investing solution. 

 

Advisor Relationships

While other digital investing solutions, or robo advisors, offer online investment management, many don't include a direct personal relationship with a financial advisor, unless you're willing to invest substantial amounts.  With GWP, no matter how large or small your investment amount, you get a personal advisor, dedicated to you and your goals.  

All you need to get started is $5,000* to invest.  Whatever your investment goals, we can help you. 

 

With Guided Wealth Portfolios, you get a diversified portfolio personalized for you and your individual investment goals. Guided Wealth Portfolios is an innovative way to invest for your future, whether you want to invest for retirement or a major purchase like a new home—or simply want to get your money in the markets so it's not sitting idle. You'll also get to build a relationship with a one of our financial advisors and engage with a personalized, online dashboard that shows you how your account is doing along the way.

 

To see if Guided Wealth Portfolios could be the right investing solution for you, click on the link below, where you can answer a few brief questions about your goals and receive a personalized proposal.

 
 
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How It Works

STEP 1: Visit out GWP website to view a proposal. It takes only an email address to get started today. 

STEP 2: Help us understand what you want for your investment account by answering a few questions about your goals and preferences. 

STEP 3: Get a personalized portfolio that outlines our recommended investment strategy and how much you could potentially earn through Guided Wealth Portfolios (GWP).

STEP 4: Link a current investment account or decide to fund your new GWP account with cash from your bank account. 

STEP 5: Sign your digital enrollment documents via DocuSign, and let GWP do the rest!

 

If you like your Guided Wealth Portfolios proposal and want to begin working with one of our wealth advisors, while enjoying the convenience of online investing, you can choose to open an account immediately. You'll have the option to transfer an existing investment account or fund your account with cash—it's just that easy.

We implement your personal portfolio using proven diversification techniques and sophisticated algorithms. You'll receive allocations designed for you and your savings goals, and benefit from trading techniques that can help reduce taxes. Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

 

 

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

IMPORTANT:  The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.  Results may vary with each use and over time.  

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.