Guided Wealth Portfolios
- Intuitive, intelligent investing technology - Dedicated LPL Financial Advisor - Low initial investment ($5,000)
How 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 tailored for your specific situation. You’ll see recommendations demonstrating how your portfolio can potentially be improved by using the Guided Wealth Portfolios. This road map is free and remains available to you for 45 days.
Implement Your Plan
If you decide to enroll in the managed service and let us implement your road map, Guided Wealth Portfolios will administer your account using our customized investing process. It is an affordable way to manage fees, potentially reduce taxes, and help you pursue your financial goals.
Guided Wealth Portfolios
We've launched Guided Wealth Portfolios to help you access powerful investing technology with access to a dedicated LPL Financial Advisor. And getting started is easy – with personal advice based on your needs.
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.
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.
LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Salem Five Investment Services, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Salem Five Bank or Salem Five Investment Services.
Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC
or Any Other
The LPL Financial Registered Life Representatives associated with this site may discuss/transact securities business with residents of: AK, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA.