online investing
  • Diversified Portfolio personalized for you
  • Relationship with an experienced Financial Advisor
  • Online dashboard to easily track your investments
  • Daily portfolio monitoring
4000
Guided Wealth Portfolio allows you to start with only $5,000*
Digital investing
Guided Wealth Portfolios is our digital investing solution that allows you to invest online.
Invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor.

how to

ENROLL

It’s easy to sign up for a Guided Wealth Portfolio. 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.

contact

us

stevemasker
Steven Masker
AIF®, CPFA™, MS, Financial Advisor, Certified Retirement Counselor®
STEVEN
bellsky
David Bellsky
AIF® Financial Advisor
DAVID

* Accounts under $10,000 have a $25 annual fee.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based investment program sponsored by LPL Financial LLC {LPL), Guided Wealth Portfolios 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 of FIN RA/SI PC.
There is no assurance that Guided Wealth Portfolios are suitable for all investors or will yield positive outcomes. The purchase of certain securities will be required to effect some of the strategies. Investing involves risks including possible loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.
References to tax strategies that the Guided Wealth Portfolios 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 does not assure a profit or protect against a loss.
This research material has been prepared by LPL Financial.