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Guided Wealth Portfolios

GWP is our advisor-enhanced “robo” solution that couples a digital investment platform with our oversight, review and advice. The key difference between Guided Wealth Portfolios and other “Robo” solutions is, simply put, us-KABY. Beyond an algorithm based platform, GWP also includes access to an advisor and our advice.

What is Guided Wealth Portfolios?

Guided Wealth Portfolios uses the intelligence of an online portfolio manager combined with personal assistance and support from a professional wealth advisor.

Guided Wealth Portfolio (GWP) is a sensible investment solution to consider, whether you’re just getting started or have been investing 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. You’ll enjoy the ease and convenience of online account opening and management with phone support from a wealth advisor who is available to answer your investment questions.

Your personal investing proposal is free—just provide some information about yourself (age, risk tolerance, etc.) to see what Guided Wealth Portfolios with GWP recommends. If you are 60 or younger and have at least $5,000 ready to invest, you can choose to enroll in GWP. We'll implement your personal investment plan for less than you’d pay for traditional advisory services.

Why and who should choose GWP?

  • New investors looking to accumulate assets (Minimum Investment $5,000)
  • High Net Worth Individuals with non-qualified funds looking for tax efficient ways to manage their tax impact. (GWP offers DAILY tax harvesting)
  • Tech Savvy investors interested in a digital experience but would still like some level of contact from an advisor.
  • Clients in the asset accumulation stage and clients who are 60 years of age or lower and at least 7 years to retirement.

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

Get Your Free Personal Investing Proposal here.

Once on the site, all you have to do is the following:

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 proposal 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.

Curious about other options? Schedule a free, no-obligation consultation with a wealth advisor. We’ll help you determine an appropriate investing approach for your situation.

Guided Wealth Portfolios (GWP) i s 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 i s no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. 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. 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.