Broker Check

Guided Wealth Portfolios uses a technology-driven investment platform combined with personal assistance and support from a professional wealth advisor. 

A Smart Investment Option

Guided Wealth Portfolios (GWP) is a sensible investment solution to consider, whether you’re just getting started or have been saving 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 our wealth advisors who are available to answer your investment questions.

Personalized Recommendations

You don't have to be wealthy to get started! Just provide some information about yourself (age, risk tolerance, etc.) to see what 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 our traditional advisory services.

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


Why Choose Guided Wealth Advising with GWP?

  • Access our services and advice at a lower cost
  • Automatic account diversification and rebalancing
  • Tailored to your age, risk tolerance and portfolio size
  • Looks for ways to reduce taxes
  • Low minimums (just $5,000 to start)
  • Appropriate for investors age 60 or younger
  • 24/7 online access to your account


 

Schedule a consultation with one of our wealth advisors to determine which investment strategy is appropriate for your current situation.

JACQUELINE L. POWELL

CERTIFIED FINANCIAL PLANNER™LPL Financial

CHRISTINA A. WARD

Behavioral Financial Advisor™ * LPL Financial Advisor

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. 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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a 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.