GWP- Guided Wealth Portfolios

**Attention: Beginning March 11, 2023, the Guided Wealth Portfolios (GWP) program can only be accessed through an investor portal called Account View 2.0. Going forward, you will need an Account View 2.0 profile and sign-on information to access your GWP accounts.

With Guided Wealth Portfolios (GWP), you're in the driver's seat. You receive a diversified portfolio that matches your risk preferences and helps you work toward your unique financial goals, all while enjoying an at-your-fingertips, digital investment experience.

Through our GWP investment platform, you get our experience and expertise with the added convenience and transparency of a digital investing solution where you have the ability to view and update your accounts at any time.

Sign In To Account View 2.0 >>

Enjoy Online Investing, Personalized For You

Receive A Proposal

Step 1: To get started, contact our GWP advisor where you will a link to a secure online portal to start your GWP investment journey.

Step 2: You’ll answer a few questions about your goals and risk preferences to help us understand what you’d like to achieve with your GWP investment account. Generally, the longer you have until your goal (e.g., when you want to use the funds for their intended purpose, such as retirement), the more aggressive your investment strategy should be.

Step 3: Receive your customized proposal.

Open And Access Your Account

Step 4: You can fund your new Guided Wealth Portfolios account from your bank account or an IRA account rollover.

Step 5: Sign your digital enrollment documents via eSignature technology, and let Guided Wealth Portfolios do the rest! After your account is complete, you’ll receive an email from our partner, LPL Financial, to get set up with Account View 2.0, which is where you’ll be able to view your statements and edit your account details, if needed.

Why Utilize A Guided Wealth Portfolio?

Financial Advice

Your advisor will review your suggested portfolio allocation to make sure it’s right for you, and they’re available any time you have a question about your account or investing strategy.

Portfolio Design

LPL Research, an experienced money manager, chooses the investments for GWP’s portfolio models. By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.

Consistent Monitoring

Your portfolio is monitored daily by your advisor. When your life or financial goals change, your advisor can help rebalance your portfolio annually to keep it on track as markets move.

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.

Zachary Holly CFP®, CRPC®

GWP Wealth Advisor

(602) 467- 4017

ZHolly@oneazcu.com

Zach has worked as a financial advisor for more than 10 years, focusing on retirement planning for credit union members at all life stages. He completed extensive training to earn the Chartered Retirement Planning Counselor (CRPC®) and Certified Financial Planning (CFP®) designations conferred by the College for Financial Planning.

"Without a road map, one can feel lost. I am here to make it easier and help you down the path towards your retirement goals."

Have A Question? We Welcome The Opportunity To Speak With You.

Name

Email

Address

Phone

Question

Thank you!

Oops!

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 nondiversified portfolio. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and does not assure a profit or protect against a loss.

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.

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-affliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor frm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affliates 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 FINRA/SIPC.