Guided Wealth Portfolios

What is Guided Wealth Advising?

Online Investing, Personalize for You

Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, while working with a personal financial advisor. Whereas other, similar solutions, called “robo advisors,” often provide the online investment management, the majority do not provide a personal relationship with a financial advisor.

 What You Get

With Guided Wealth Portfolios, you get a diversified portfolio personalized for you and your individual investment goals. Guided Wealth Portfolios is an innovative way to invest for your future, whether you want to save for retirement or a new home or simply want to get your money in the markets so it’s not sitting idle. You’ll also get to build a relationship with a financial advisor at West Invest and engage with a personalized, online dashboard that shows you how your account is doing along the way.

Intelligent Investing

Guided Wealth Portfolios offers investment management designed to help you pursue your financial objectives. You’ll receive diversified allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes. You’ll receive:

  • Tax-efficient investing - Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner and evaluate the tax impact of each trade before it goes through.
  • Consistent monitoring - We monitor your portfolio daily, keep it on track as markets move, and rebalance it as needed.
  • Tax-loss harvesting - If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.
  • Financial advice - We’re available any time you have a question about your account or investing strategy.

Guided Wealth Portfolios is one of the reasons why we can successfully work with clients throughout the country. Enjoy the personalized, high level service our in-person clients receive on your terms.

Start Investing

     Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors 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.

Al 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.

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.