Santa Fe Office
613 Old Santa Fe Trail
A Guided Wealth Portfolio (GWP) uses an online portfolio manager combined with the assistance and support of a professional wealth advisor. The GWP uses proprietary software to develop a personalized investing plan with the ease of online account opening and account management.
Why choose Guided Wealth Portfolios?
Lower fees than traditional advising services
Automatic account diversification and rebalancing (Robo Investing)
Tailored to your age, risk tolerance and portfolio size
Looks for ways to reduce taxes
Low minimums ($5,000)
Appropriate for investors age 60 or younger
24/7 online access to your account
To get started click the link below:
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 contructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered 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 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.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice.
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.