1825 Howell Road,

Suite 5

Hagerstown, MD 21740

6919 Baltimore National Pike,

Suite C

Frederick, MD 21702

(301) 733-7777​​​
(301) 473-7777

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 
 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, DC, DE, FL, GA, IN, KS, KY, MA, MD, MI, MS, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WV

Guided Wealth Portfolios (GWP)

GWP is an advisor-enhanced digital investment platform designed to help you invest for retirement. Offering a lower investment minimum than traditionally available, GWP is easy to set up and uses cutting-edge technology and research-backed algorithms to regularly monitor and manage your account. Some additional benefits include: 

 

  • Customized, sample recommendations that show you where you are today and what you could potentially achieve with GWP

  • The ability to track your progress online 24/7

  • Automatic rebalancing

  • Tax-efficient asset placement

  • Insight on how to incorporate our Nine Best Practices of Investing into your portfolio

 

GWP is an easy way to keep making progress toward your goals. Contact me today for more information on signing up, or click the button below to learn more and get started! 

How it works

1. Get a personalized plan

After entering your information and connecting your existing investment accounts, we'll provide you with a financial roadmap tailored for your specific situation, years to retirement and appetite for risk.

2. Start investing smarter

Let us implement your roadmap.  Your account will be managed by your advisor, who will use our sophisticated investing process designed to help you reach your financial goals.

3. Get back to your life

Your portfolio is monitored daily and periodically rebalanced.  Enjoy the convenience of personalized planning.

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Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. 

CLICK BELOW TO GET STARTED WITH GWP 

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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.