Guided Wealth Portfolios

Easy Online Investing With The Guidance Of A Financial Advisor

Invest for your future with our new 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 the added convenience and transparency of a 24/7 digital investing solution.

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. Our Guided Wealth Portfolios service offers:

  • Personalized planning, service, and advice: The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, your advisor is only a phone call away.
  • Intuitive, intelligent technology: See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.
  • Advanced wealth management at a lower cost: We can implement your personal roadmap using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.

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

Intelligent Investing

Guided Wealth Portfolios offers investment management designed to help you pursue your financial objectives. You'll receive diversified allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.

By investing with us, you'll enjoy:

  • 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.
  • Tax-loss harvesting – If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.
  • Financial advice – We’re available if you have a question about your account or investing strategy.

How It Works 

See Your Personalized Proposal

Step 1: Visit our GWP website to view a proposal by clicking the button below. 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. In general, the longer you have until your goal, the more aggressive your investment strategy should be.

Step 3: Receive your customized proposal!

Open Your Account

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! In most cases, you'll be able to complete GWP account opening online via DocuSign. But sometimes other steps will be required, based on how you want to fund your account. GWP will walk you through!

Get Started: View Your Personalized Proposal to See if Guided Wealth Portfolios Is Right for You

                                                                    


*A $25 annual small account fee is applied to accounts with less than $10,000 invested. 

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 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 a registered investment advisor 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. Rebalancing a portfolio may cause investors to incur tax liabilities and does not assure a profit or protect against a loss.

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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