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Invest for your future with our new online platform that combines the benefits of a personal wealth advisor with sophisticated technology. Guided Wealth Portfolios, (GWP) provides you personalized, objective investment advice through an online platform with 24/7 access to your accounts. While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated wealth advisor unless you are willing to invest a substantial amount. With Guided Wealth Portfolios, you get a personal advisor, dedicated to you and your goals, helping to guide you through the investing process.
Click below for a short video on how GWP could be the financial tool you have been waiting for.
The path to your financial goals is personalized for your specific stage in life, and it will change as your life changes. If you ever have any questions, your advisor is only a phone call away.
See your accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.
We can implement your personal road map using time-tested investment techniques. Recommended allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes. Whatever your retirement goals, we can help you.
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 inGWP 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.