What is Guided Wealth Portfolios?

Guided Wealth Portfolios uses the intelligence of an online portfolio manager combined with personal assistance and support from a professional wealth advisor. 

A Smart Investment Option

Guided Wealth Portfolio (GWP) is a sensible investment solution to consider, whether you're just getting started or have been saving for a while. Our GWP tool uses proprietary software to develop a personalized investing plan that will help you pursue your long-term financial goals. You'll enjoy the ease and convenience of online account opening and management with phone support from our wealth advisors who are available to answer your investment questions.

Personalized Recommendations

You don't have to be wealthy to get started! Your personal investing plan is free—just provide some information about yourself (age, risk tolerance, etc.) to see what Guided Wealth Advising with GWP recommends. If you are 60 or younger and have at least $25,000 ready to invest, you can choose to enroll in GWP. We'll implement your personal investment plan for less than you'd pay for traditional advisory services.  

And if you ever have any questions, we're only a phone call away!

Get Your Free Personal Investing Plan Already have an account? Login here.

Curious about other options? Schedule a free, no-obligation consultation with one of our wealth advisors. We'll help you determine an appropriate investing approach for your situation.

How Guided Wealth Advising with GWP Works

1. Enter Your Information

To get started, we'll need some information about you: your age, risk tolerance, current investments and savings.

2. Review Your Personalized Investing Plan

After you enter your information and connect your existing investment accounts, we'll provide you with a financial road map tailored for your specific situation.

You'll see recommendations demonstrating how your portfolio can potentially be improved by using the Guided Wealth Portfolio. This road map is free and remains available to you for 45 days.

3. Implement Your Plan

If you decide to enroll in the managed service and let us implement your road map, GWP will administer your account using our customized investing process. It is an affordable way to minimize fees, potentially reduce taxes, and help you pursue your financial goals.