Guided Wealth Portfolios

About Guided Wealth Portfolios

With Guided Wealth Portfolios, you receive a diversified portfolio that matches your risk preferences and helps you work toward your unique financial goals, all while enjoying an at-your-fingertips digital investment experience.

This is combined with account monitoring that reviews your account annually for rebalancing and each quarter for tax-saving opportunities
to not only keep your account in line with its goal, but potentially improve it for greater diversification and future growth. You get insight into what’s happening in your account through your online portal, and if you ever have any questions about your investment strategy, your advisor is just a phone call away.

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How Does it Work?

With GDP, you're in the driver's seat. While your investment-allocation track will be based on your risk preferences, specific financial goals, and the time frame for those goals, you have the ability to review your account and adjust your goal's details at any time through your Account View investment portal. You'll also receive regular updates via email on market conditions and your advisor will review your investment annual, at a minimum, to ensure your account continues to reflect your goals and risk preferences.

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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 affiliate 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.