Getting A Head Start Can Make A Big Difference

Even just a few years can make a big difference!

 

 

Invest Early: You Could Have More In The Future

The Power of Time and Discipline

 

 

Advisor + technology:

Who does what?

Guided Wealth Portfolios has three major players working together to build and deliver your customized portfolio:

 

The portfolio designer

LPL Research, an experienced money manager, chooses the investments for the portfolio models.

 

Your advisor

As your advisor, we review your suggested portfolio allocation to make sure it’s right for you. When your goals or life change, we are available to help you determine if your GWP portfolio will continue to be the right solution for you.

 

The technology

Sophisticated algorithms are built into the technology. They examine your portfolio every day to see if it can be optimized. These algorithms can trigger rebalancing or tax-loss harvesting to ensure your portfolio stays in line with your goals, creating opportunities to help you save on taxes.

 *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.