Guided Wealth Portfolios

What is Guided Wealth Advising?

What is Guided Wealth Advising?

Online Investing, Personalize for You

Guided Wealth Portfolios is our digital investing strategy that allows you to invest online with a low starting minimum and low-cost, while working with a personal financial professional. Whereas other, similar strategies, called “robo advisors,” often provide the online investment management, the majority do not provide a personal relationship with a financial professional.

 What You Get

With Guided Wealth Portfolios, you get a diversified portfolio personalized for you and your individual investment goals. Guided Wealth Portfolios is an innovative way to invest for your future, whether you want to save for retirement or a new home or simply want to get your money in the markets so it’s not sitting idle. You’ll also get to build a relationship with a LPL Financial advisor at West Invest and engage with a personalized, online dashboard that shows you how your account is doing along the way.

Intelligent Investing

Intelligent Investing

Guided Wealth Portfolios offers investment management to help you pursue your financial objectives. You’ll receive diversified allocations designed with a goal for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes. You’ll receive:

  • Tax-efficient investing - Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner and evaluate the tax impact of each trade before it goes through.
  • Consistent monitoring - We monitor your portfolio daily, keep it on track as markets move, and rebalance it as needed.
  • Tax-loss harvesting - If an investment experiences a loss, we may sell it to offset potentially taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.
  • Investment advice - We’re available any time you have a question about your account or investing strategy.

Guided Wealth Portfolios is one of the reasons why we can successfully work with clients throughout the country. Enjoy the personalized, high level service our in-person clients receive on your terms.

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliates of such advisor. LPL investment advisors are 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. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

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.