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Guided Wealth Portfolios

Online Investing, Personalized for You

Guided Wealth Portfolios [GWP] is our digital investing solution platform that offers investment management designed to help you pursue your financial objectives. With a low starting minimum [5,000*] and low-cost, exchange-traded funds (ETFs) you’ll receive diversified allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.

By investing with us, you’ll enjoy:

Tax-efficient Investing: Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner and evaluate the tax impact of each trade before it goes through.

Consistent Monitoring: Your portfolio is monitored daily, keeping it on track as markets move and rebalancing it as needed.

Tax-loss Harvesting: If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.

Financial Advice: We’re available any time you have a question about your account or investing strategy.


Enrolling in Guided Wealth Portfolios

It’s easy to sign up for Guided Wealth Portfolios.  All you need to get started is an email address and a password of your choice.  Watch this video to learn how to open a GWP account.  It only takes a few minutes to start enjoying sophisticated, online investment management with the guidance of a financial advisor.




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

IMPORTANT:  The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.  Results may vary with each use and over time.  

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.

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.