Step 01

Set Up Your Login

  • Email address
  • Password of your choice

Step 02

Tell Us About You

  • Your goals
  • When you want the money
  • Your age and marital status
  • Household income

This will help us create the right strategy for you.

Step 03

Tell Us How You Feel About Risk

Do you prefer:

  • A conservative approach
  • An aggressive approach
  • A balanced approach

Step 04

Get Your Personalized Portfolio Proposal

  • See which strategy we recommend for you.
  • View the allocation we think fits your situation.
  • See how much you could have at your goal through GWP.
  • Determine if you want to begin investing with GWP.

 

 

Reviewing Your Proposal

For time-based goals like retirement, your investment time frame is considered to be more important than your risk preference

WHY? 

If you have a longer time until your goal, you should pursue a more aggressive strategy: You have more time to pursue higher gains and more time to recover from loss.

If your strategy seems more aggressive than you anticipated, this may be why

  • Over time, your strategy will incorporate more of your risk preferences
  • If you have no time frame for your investment, your strategy will be based purely on your risk preferences

 

If you still have questions, give us a call

With your custom proposal, you will have access to sample recommendations at no charge to you. If you decide to open a GWP investment management account, you will be charged a quarterly account fee, as well as certain additional costs such as underlying investment fees and expenses and other miscellaneous fees. If you decide to implement sample recommendations in the proposal with another firm, you may be charged fees, commissions, or expenses by that firm, as well as underlying investment fees and expenses.
 

Need More Information? Get An Analysis

Select the option to have GWP analyze your current investments

GWP will analyze:

  • How your current portfolio is performing according to the four building blocks of investing
  • We’ll provide recommendations for how to potentially improve your portfolio

 

See what you could potentially achieve with GWP

Contact us

IMPORTANT: 

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.