START ONLINE INVESTING TODAY!
AN ALTERNATIVE TO FULL-SERVICE CLIENT ENGAGEMENT.
There are four things you can do with your money; save it, spend it, invest or give it away. Investing is critical to help you pursue your long-term financial goals!
If you are just getting started on your investment journey, have been saving for a long time (but are still more than five years from retirement) and are not sure where to start, or enjoy using online investment tools to analyze and track your progress…We’d like to introduce you to Guided Wealth Portfolios!
WHAT ARE GUIDED WEALTH PORTFOLIOS (GWP)?
GWP is our automated, online investment platform providing personalized, objective portfolio management, 24-7 access to your accounts, and professional assistance from our team, only when you need it!
GET STARTED IN 1-2-3!
1. SIGN UP AND ENTER YOUR INFORMATION
GWP will ask you to input some information and connect your existing investment and savings accounts.
2. REVIEW YOUR PERSONALIZED ROADMAP
GWP analyzes your data to see what’s been working and what’s not. Then GWP provides personalized recommendations for how to potentially improve your outcomes. The personalized roadmap is available to you for 45 days, regardless if you decide to become a client and implement the plan or not.
3. IMPLEMENT YOUR PLAN
Should you decide to become a client, with a click of your mouse, GWP will get to work investing your assets based on your personalized investment roadmap. Access your accounts and monitor your progress at any time, from anywhere.
*An annual small account fee will be applied to accounts with less than $10,000 invested.
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 non-affiliated 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.
The tax loss harvesting and other tax strategies discussed should not be interpreted as tax advice and there is no representation that such strategies will result in any particular tax consequence. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
The personalized roadmap provides access to sample recommendations at no charge to you. However, if you decide to implement sample recommendations by executing trades with another firm, you may be charged fees, commissions, or expenses by that firm, as well as underlying investment fund fees and expenses. If you decide to open a Managed Service account, you will be charged a quarterly account fee, as well as additional fees and expenses.