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What is Guided Wealth Advising?

Guided Wealth Advising uses the intelligence of an online portfolio manager combined with personal assistance and support from a professional Investment Consultant. 

A Smart Investment Option

Guided Wealth Portfolio (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 us regarding your investment questions. 

Personalized Recommendations

You don't have to be wealthy to get started! Your personal investing plan is free—just provide some information about yourself (age, risk tolerance, etc.) to see what Guided Wealth Advising with 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 traditional advisory services.

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

Curious about other options? Schedule a free - no obligation - consultation with Paul.  He will help you determine an appropriate investing approach for your situation.

How Guided Wealth Advising with GWP Works

Disclosure:

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.

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.

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.

An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.