guided wealth portfolios

"To take the complexity out of the investing process by utilizing technology to

Empower, encourage and guide our clients"

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, 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, 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.

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, 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.