Guided Wealth Portfolios

Our Guided Wealth Portfolios offers clients a unique opportunity to establish a diversified portfolio that matches their goals and risk tolerance. The portfolios are constructed of low-cost exchange traded funds, are monitored daily, periodically rebalanced, adjust to your goals timeline and, for non retirement accounts, harvest tax losses. Accounts can be opened with as little as a $5,000 initial minimum investment. 

Clients have the ability to establish certain account types with a few simple clicks and can be funded completely electronically. All this can be done with or without the help of an advisor. Once accounts are established, you will receive an email every year to give you the opportunity to review your account and goals with an advisor.


Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliates of such advisor. LPL investment advisors are 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.