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Guided Wealth Portfolio (GWP)

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 Sensible Investment option

Guided Wealth Portfolios (GWP) is a sensible investment, planning solution to consider if you have been investing or saving for a while and understand the value of professional guidance as your portfolio grows. 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 convenience of online account opening and management with support from an experienced, credentialed (CFP®) advisor.    

Personalized Recommendations

You don’t have to be wealthy to get started. Your personal investing plan is complimentary-just provide some information about yourself (age, risk, etc.) to see what Guided Wealth Portfolios with GWP recommends. If you are 60 or under and have at least $5,000 in investments, or cash to invest, you can choose to enroll in GWP. 

How Guided Wealth Portfolios (GWP) Works

Enter Your Information

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

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 specific to your situation.

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

 Implement Your Plan

When 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. Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed. You also have 24-7 access to your accounts.

GWP is a great way to control fees, potentially reduce taxes, and have access to a professional wealth advisor as you pursue your financial goals