Guided Wealth Portfolios

Guided Wealth Portfolios

Guided Wealth Portfolios (GWP) is an online investment tool that combines our experience and advice with a digital experience that allows clients to track their goals and portfolios. It’s ideal for younger or beginning investors who don’t have a lot to invest, complex needs, or time to spend meeting with an advisor.  It is also ideal for a smaller account contribution with a minimum investment of $5,000 such as a new IRA or UGMA account.


Advisor Experience + Convenience of Technology

Unlike other investing platforms, which often require you to invest significant amounts to work with a financial advisor, we offer investment services even if you have just $5,000 to invest. With our Guided Wealth Portfolios investment platform, you receive:

  • A customized portfolio, designed to help you invest for retirement, invest for a major purchase like a home or a car, or start investing without a specific goal
  • Access to an experienced, personal advisor
  • A dynamic online dashboard to help you stay on track with your goals

To see if our Guided Wealth Portfolios investment platform is right for you, visit After entering your email address and choosing a password, you can answer a few brief questions to get a portfolio proposal that’s customized to you.


If you’d like to learn more about this investment platform, please let us know.  Use the option for contacting us on the Home page or request a consultation.


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 nonaffiliated 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.

There is no assurance that Guided Wealth Portfolios are suitable for all investors or will yield positive outcomes. The purchase of certain securities will be required to effect some of the strategies. Investing involves risks including possible loss of principal.