Broker Check

Guided Wealth Advising:

Guided Wealth Advising uses the intelligence of an online portfolio manager combined with personal assistance and support from a professional wealth advisor. 


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 account minimums (just $5,000 to start)
  • Appropriate for investors age 55 or younger
  • 24/7 online access to your account
  • For those seeking a high-tech, online advisory experience.

Click here to see our GWP Brochure.

Getting Started with Your Free Guided Wealth Advising Proposal.  How it Works.

You don't have to be wealthy to get started! Your personal investing plan is free—just provide some information about yourself (age, risk tolerance, etc.) to see what Guided Wealth Advising with GWP recommends. If you are 55 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. 

And if you ever have any questions, we're only a phone call away!

Step 1: Enter Your Information

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

Step 2: 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 Portfolio. This road map is free and remains available to you for 45 days.

Step 3: Implement Your Plan

If 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. It is an affordable way to minimize fees, potentially reduce taxes, and help you pursue your financial goals.

Start Today

To get your dynamic proposal and start investing for your future today, select your advisor below:



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.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.