Online advising is a service for the digitally savvy who want to play a more hands-on role in managing their accounts. Using our broker/dealer’s, LPL Financial, Guided Wealth Portfolio (GWP) technology, you get personalized, professional investment advice through an online platform with 24-7 access to your accounts. GWP digital investment solutions stand out from other robo advising services by providing a direct, personal relationship with a dedicated financial advisor. The platform combines the convenience and transparency of online automation with our wealth management expertise.
With GWP, we’ll be your personal advisor team, dedicated to you and your goals, helping to guide you through the investing process. Online advising with GWP offers:
GWP offers investment management designed to help your portfolio handle volatility and help you pursue your financial objectives. By investing with us, you receive:
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 non-affiliated 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.
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.