Guided Wealth Investing


What is Guided Wealth Investing?

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

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 professionals who are available to answer your investment questions.

Personalized Recommendations

Your personal investing plan is free—just provide some information about yourself (age, risk tolerance, etc.) to see what Guided Wealth Investing with GWP recommends. We'll implement your personal investment plan for less than you’d pay for traditional advisory services.

If you ever have any questions, we're only a phone call away!


Who is Guided Wealth Investing for?

You don't have to be wealthy to get started! If you are 60 or younger and have at least $5,000 ready to invest, you can choose to enroll in GWP. 

This is great for those looking for:

  • Low cost investing
  • A digital experience
  • Low hassle
  • Low time spent
  • A financial advisor when needed

How Guided Wealth Investing with GWP Works?

1. Enter Your Information

To get started, we’ll need some information about your age, risk tolerance, current investments, and savings.

2. Review Your Personalized Investing Plan

After you enter your information and connect your existing investment accounts, we'll provide you with a financial roadmap tailored to your specific situation.

You’ll see recommendations demonstrating how your portfolio can potentially be improved by using the Guided Wealth Portfolio. This roadmap is free and remains available to you for 45 days.

3. Implement Your Plan

If you decide to enroll in the managed service and let us implement your roadmap, GWP will administer your account using our customized investing process. It is an affordable way to minimize fees, potentially reduce taxes, and help you pursue your financial goals.

Get Your Free Plan

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Why Choose Guided Wealth Investing with GWP?

  • Lower fees than traditional advisory services
  • Automatic account diversification and rebalancing
  • Tailored to your age, risk tolerance, and portfolio size
  • Looks for ways to reduce taxes
  • Low minimums at just $5,000 to start
  • Appropriate for investors age 60 or younger
  • 24/7 online access to your account

When Can I Get Started?

As soon as today!

Start Now for Free

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Curious about other options? Schedule a free, no-obligation consultation with one of our wealth managers. We’ll help you determine an appropriate investing approach for your situation.

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