GWP offers access to a personal advisor.

I’m here to:

  • Review your portfolio
  • Help you understand portfolio performance
  • Answer investment questions
  • Evaluate your solution when your life or goals change

 


GWP is backed by the experienced LPL Research team, uses sophisticated technology and algorithms, and tracks your investment progress through the following features:

* 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.

Personalized Proposal

 

Account Sync

Personalized Portfolio

4 Building Blocks of Investing

Automatic Updates and Monitoring

Potential Tax Savings


Easy Setup

Sign up and complete an investor profile questionnaire in just a few minutes.

GWP offers cost-effective investing options.

  • Portfolios with low-cost ETFs
  • $5,000 account minimum
  • One-time and monthly contributions