Broker Check

Guided Wealth Portfolios

Invest in Your Future Today

Invest in your future with our new online platform that combines the benefits of a personal advisor with sophisticated technology. Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor.


What is a Guided Wealth Portfolio?



A Clever Investment Decision

  • Guided Wealth Portfolio (GWP) is an investment solution to consider, whether you’re just getting started or have been saving for a while.
  • Our GWP tool uses proprietary software to develop a personalized investing plan that will help you pursue your long-term financial goals.

Personalized Recommendations

  • 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.

  • Your personal investing plan is free—just provide some information about yourself (age, risk tolerance, etc.)

  • If you are 60 or younger and have at least $5,000 ready to invest, you can choose to enroll in GWP.

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

Already have an account? Login here.

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.



How Guided Wealth Advising with GWP 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, 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, GWP will administer your account using our customized investing process. It is an affordable way to minimize fees, potentially reduce taxes, and help you pursue your financial goals.


  Would you like to learn more about how much you would have to save monthly for any of your future goals? Find out with our free financial planning tool!


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Guided Wealth Advising refers to Guided Wealth Portfolios (GWP), 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.

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.

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.

 

An investment in Exchange Traded Funds (ETF) structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, An investment in ETYD involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.


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. 

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.