Guided Wealth Portfolios
Start Investing for Your Future Today
Guided Wealth Advising 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.
You don’t have to be wealthy to get started! Simply provide a few details about yourself (age, risk tolerance, etc.) to view your personal investing plan. If you are 68 or younger and have at least $5,000 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. If you are over 68 or have additional planning needs, then contact us to schedule your complimentary consultation with one of our Wealth Advisors.
Why Choose Guided Wealth Advising with GWP?
- Lower fees than traditional advising services
- Automatic account diversification and rebalancing
- Tailored to your age, risk tolerance and portfolio size
- Looks for ways to reduce taxes
- Low minimums (just $5,000 to start)
- Appropriate for investors age 68 or younger
- 24/7 online access to your account