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
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.
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
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.