What is Guided Wealth Advising?

Guided Wealth Advising uses the intelligence of an online portfolio manager combined with personal assistance and support from a financial consultant.

A Smart Investment Option

Guided Wealth Portfolio (GWP) is a sensible investment solution to consider, whether you’re just getting started or have been saving for a while. Our GWP tool uses proprietary software to develop a personalized investing plan that will help you pursue your long-term financial goals. You’ll enjoy the ease and convenience of online account opening and management with phone support from our financial consultants who are available to answer your investment questions.

Personalized Recommendations

You don’t have to be wealthy to get started! Your personal investing plan is free—just provide some information about yourself (age, risk tolerance, etc.) to see what Guided Wealth Advising with GWP recommends. If you are 68 or younger and have at least $5,000 ready to invest for your retirement, you can choose to enroll in GWP. We’ll implement your personal investment plan for less than you’d pay for traditional advisory services.

And if you ever have any questions, we’re only a phone call away!