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Start Investing for Your Future

Start Investing for Your Future.

If you're just beginning your journey, Guided Wealth Portfolios (GWP) makes investing simple. You get the guidance of a financial advisor, easy-to-use digital tools, and low account minimums—all designed to help you reach your financial goals.

Whether your goal is saving for retirement, buying your first home, starting a business, or building an emergency fund, GWP offers a portfolio tailored to your objectives. It helps you invest with confidence and you can make adjustments as your priorities and life circumstances change.

The GWP program offers:

  • Personalized planning and advice
    The path to realizing your financial goals is tailored to your stage in life and evolves as your needs change. Whenever you have questions, your advisor is just a phone call away.

  • Intuitive, intelligent technology
    Manage your GWP accounts in one place—open new accounts, view your portfolio, and make updates easily through your personal portal. The technology is designed to make investing fast and simple.

  • Wealth management at a reasonable cost
    Your portfolio is tailored to your financial objectives and risk tolerance and consists of a diversified selection of Exchange-Traded-Funds (ETFs).  We apply proven investment strategies, keeping costs low while helping you pursue your goals. Accounts can be opened with $5,000.

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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 affiliates 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.