Guided Wealth Portfolios
What is Guided Wealth Portfolios?
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-line to a dedicated independent financial advisor.
With GWP, you gain access to a powerful online investing platform, with experienced guidance readily available, if and when you need it.
Who is GWP suitable for?
What if I have questions or need help with GWP?
Easy And Convenient
From signup, to account opening, to ongoing account monitoring— everything’s online and accessible 24/7. The technology makes the process fast and easy.
Low Account Minimums
Get started with as little as $5,000 and benefit from holistic wealth management. Steadily grow your GWP account with monthly deposits!
A Personalized Roadmap
Receive an investment allocation and personalized roadmap based on your goals, investing time horizon, and risk preferences. GWP strives to improve your investment strategy by showing you what’s working well and what’s not.
Tax Efficient Investing
Each trade is evaluated for tax efficiency. If an investment experiences a loss, it may be sold to offset taxable gains in the portfolio. Investments are then replaced by similar investments to maintain asset allocation.
Interested in learning about other options?
Explore the P&S Six Point Investment Program, Socially Responsible Investing or schedule a free, no-obligation consultation with one of our wealth advisors. We’ll help you determine an appropriate investing approach for your situation. Give us a call at 410-871-4040 or Email.
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-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 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.
