Guided Wealth Portfolios

Are you on track to meet your future financial goals?

Our Guided Wealth Portfolios platform is a sleek investment solution that combines personal financial advice with robust technology to help you get the most out of your investments.  Easy to use and results-driven, this platform gives you convenient, 24/7 access to your accounts while connecting you to our dedicated financial advisor to help guide you through the investing process and provide objective advice when needed. 

See your accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal in minutes.  You do not have to be wealthy to start investing.  Get started today with just a $5,000 investment. 

While other companies may offer digital investing solutions, like online investment management, they may not include a direct personal relationship with a dedicated financial advisor.  With GWP, we’ll be your personal advisor, dedicated to you and your goals.

The Guided Wealth Portfolios service offers:

  • Personalized roadmap - Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.

  • Holistic advice - By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.

  • Tax-efficient investing - Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.

  • Consistent monitoring - Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

  • Financial advice - We’re available if you have a question about your account or investing strategy.

Start today!

To get your dynamic proposal and start investing for your future today, click here.

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. 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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.