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Guided Wealth Portfolios (GWP)

Invest for your future with our online digital advice platform that combines the benefits of a personal financial advisor with sophisticated technology. This advisory platform offers globally diversified portfolios of low-cost, exchanged traded funds (ETFs).

Get a custom proposal and start investing now.

$5,000 minimum investment

With your free 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.

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.


Optimum Market Portfolios (OMP)

Optimum Market Portfolios combines a diverse series of mutual funds with a dynamic asset allocation strategy that includes automatic portfolio rebalancing. It’s designed to help meet your financial goals while staying within a risk profile that you’ve personally defined with your financial advisor. This advisory platform gives you a choice of asset allocation models designed by LPL Research. Call us today to learn more.

$10,000 minimum investment


Model Wealth Portfolios (MWP)

Model Wealth Portfolios can help you pursue your goals through an asset management strategy that provides a disciplined investment process, powered by your financial advisor. This advisory platform offers goals-based investment models designed by institutional money managers; models include mutual fund and/or ETFs. Call us today to learn more.

$25,000 minimum investment


Strategic Asset Management (SAM)

A holistic approach to investing, fee-based asset management ties our compensation directly to the performance of your account. Instead of commissions, we earn an annual fee based on the market value of the account. This allows us to concentrate on what matters most—building an investment portfolio that seeks to address your specific needs. This advisory platform offers over 5,500 mutual funds and exchange-traded funds (ETFs) from more than 400 fund families, individual stocks/bonds, conservative options, unit investment trusts (UITs), alternative investments, and fee-based variable annuities with 228 subaccounts. Call us today to learn more.

$80,000 minimum investment


529 College Savings Plans

A 529 College Savings Plan helps one save for college or higher education costs with tax benefits. Call us today to learn more

$250 minimum investment

Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.


Brokerage Non-Retirement

A transactional based account that can invest in various share classes, mutual funds, and exchange-traded funds (ETFs). Call us today to learn more.

$1,000 minimum investment

Learn more about our Investment Platforms by calling us today at 610-269-8700 or contact us.

 


An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. 

There is no assurance that the Advisory platforms discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities will be required to effect some of the strategies. Investing involves risks including possible loss of principal.