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TDECU Wealth Advisors: <br />Guided Wealth Portfolios

TDECU Wealth Advisors:
Guided Wealth Portfolios

Invest online with Wealth Advisor support

Start investing in your future with our free online service

Our guided online investing service, called Guided Wealth Portfolios, provides smart digital investment tools to help you manage your portfolio against volatility. This insight will help you meet your financial goals — with the guidance of a financial planning professional. Start investing in your future with our free online tools.

Invest in your financial future with smart digital tools

Guided Wealth Portfolios give you valuable investing capabilities.

Personalized Roadmap

Personalized Roadmap

Receive an investment allocation and roadmap based on your goals, investing time horizon, and risk preferences.

Holistic Advice

Holistic Advice

Get guidance on planning your retirement objectives and investments in ways that help you meet your financial goals.

Tax-Efficient Investing

Tax-Efficient Investing

Through analysis, we will allocate your assets in a tax-efficient manner and evaluate the tax impact of each trade.

Consistent Monitoring

Consistent Monitoring

You will get daily portfolio monitoring and market tracking, so you can rebalance your portfolio as needed.

Tax-Loss Harvesting

Tax-Loss Harvesting

We may sell investments that have experienced a loss to offset taxable gains — and replace them with similar investments to maintain your asset allocation for potential tax benefits.

Financial Advice

Financial Advice

Enjoy direct access to your Wealth Advisor, who can answer your questions about your account and investing strategy.

How the Guided Wealth Portfolios service works

Access online investing in three simple steps:

Get a personalized plan

Get a personalized plan

Enter your information and existing investment accounts. You’ll receive a financial roadmap tailored to your specific situation, years to retirement, and threshold for risk.

Start investing smarter

Start investing smarter

Let us implement your roadmap. Your account is managed by your Wealth Advisor who will help you reach your financial goals.

Save time and effort

Save time and effort

Your portfolio is monitored daily and periodically rebalanced, so you can enjoy the convenience of personalized planning.

Ready to talk to a Wealth Advisor?
Ready to talk to a Wealth Advisor?

Ready to talk to a Wealth Advisor?

Our Advisors are ready to help you achieve more.

  • Financial planning
  • Investments and savings
  • Financial portfolios
  • Retirement savings
  • Insurance planning

Start investing for your future today! 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 Financial. FutureAdvisor and LPL Financial are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL Financial or FutureAdvisor, LPL Financial and FutureAdvisor are not affiliates of such advisor. Both LPL Financial and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL Financial 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.

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