GWP

Technology + Advisor = GWP

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. Through Guided Wealth Portfolio (GWP), you still get your advisor’s experience and expertise, but with the added convenience and transparency of an automated investing solution.

GWP provides you with personalized, objective investment advice through an online platform with 24/7 access to your accounts.

While other digital investing solutions, or robo-advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor.

GWP Icon GWP Hover Icon

Personalized Service and Advice

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.

GWP Icon GWP Hover Icon

Convenient and Intelligent Technology

You can always view your account’s activity, track account performance, and update your individual plan, all in your personalized online portal.

GWP Icon GWP Hover Icon

Advanced Investment Strategies

Through daily monitoring and advanced trading techniques, we work to reduce your taxes and improve your portfolio.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, CA, DC, FL, GA, IN, KY, LA, MI, MO, MS, NC, NV, NY, OH, SC, TN, TX, VA, WA, WI.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.