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Guided Wealth Portfolios

Digital Investing through Guided Wealth Portfolios

Digital Investing through Guided Wealth Portfolios

Enjoy online investing, personalized for you.

If you’d like to start or continue building your investment account for the future, we’d love to work with you through our digital investment platform, Guided Wealth Portfolios (GWP).

With GWP, you’ll get access to a dedicated Investor Focused advisor, an investment plan personalized for you, and an online portal where you can track your portfolios progress.

Our Guided Wealth Portfolios service offers:

  • Personalized portfolio management, service, and guidance
  • Intuitive, intelligent technology that allows you to see your accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal.
  • Advanced wealth management with a low account minimum.
  • Algorithm-based investment techniques to help you work toward your retirement goals. 
     

Who is this strategy right for? GWP could make sense for those who:

  1. Want an accessible way to manage their investments and a personal financial advisor
  2. Are 68 and younger, with more than five years to retirement
  3. Have at least $5,000 to invest* 

* An annual small account fee is applied to accounts with less than $10,000 invested.


Get Started Today! Choose the Advisor's branch below that best serves you.


If you are located near these branches, please click below.

Get Started Today


If you are located near these branches, please click below.

Get Started Today

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are 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.