Broker Check

Guided Wealth Portfolio (GWP)

Personalized advice

Benefit from a customized program and a personal advisor committed to you. GWP offers investment management to help you work towards your financial goals, and if you ever have any questions, we’re only a phone call away.

Intuitive and intelligent technology

Transfer your existing assets, open accounts, view your portfolio and make updates via your personal portal. This technology makes the process easy and transparent.

Cost effective advanced wealth management

GWP provides actively managed portfolios with the opportunity for you to access our services and advice at a lower cost. GWP can help maintain diversification while seeking to reduce taxes.

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 not 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 includes 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 does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing. 

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 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 be that firm, as well as underlying investment fees and expenses.