Digital Investment Platform with a human touch
Looking for something that takes advantage of technology, but hasn't forgotten the human element?
Like to be more than an account number?
Our unique online platform, Guided Wealth Portfolio's, combines the benefits of a personal financial advisor with sophisticated technology.
Combined with our investment experience and knowledge, along with the desire to help you pursue your goals, we help you build a plan to work toward your investing objectives.
Combine technology with our professional advice.
Invest in a portfolio in actively managed ETF's.
Professional investment management to help you pursue your financial objectives.
Enjoy the opportunity to access our services and advice at a lower cost.
Start with as little as $10,000.
Build your wealth over time.
Get answers from the same CFP® professional by phone or video conference.
Work on other financial goals; including financial planning, budgeting, debt management, children's education, life insurance or retirement.
Migrate to broader services without losing an established, trusted connection.
Build a relationship today that will serve you over the long term.
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.
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.