What Are Guided Wealth Portfolios?

A new online platform that combines the ease of a robo-advisor with the benefits of working with your own personal financial advisor.

Diversified Portfolio Personalized To Your Individual Goals

Robust Software In The Palm Of Your Hand

24/7 Access To Your Account

 3 Step Process To Get Started

1. Make An Account

Provide an email address and choose a password so your information is protected.

2. Tell Us About Yourself

Answer a few simple questions about yourself and your savings goals.

3. Investment Preferences

Then, tell us how you feel about your comfort level with investing so we can determine your investment preferences.

To see if Guided Wealth Portfolios is the right investing solution for you, click on the link below to receive a proposal of your potential dollars at retirement with GWP.

Have a Question About Guided Wealth Portfolios?

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Watch A Video of How It Works Here

*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 nonaffiliated 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.