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Guided Wealth Portfolios

Guided Wealth Portfolios

Invest online with help from TDECU Wealth Advisors

Intelligent Investing

Guided Wealth Portfolios offers investment management designed to help manage your portfolio against volatility and help you pursue your financial objectives.

By working with us, you receive:

Intelligent Investing

How it works

1. Get a personalized plan

After entering your information and connecting your existing investment accounts, we'll provide you with a financial roadmap tailored for your specific situation, years to retirement and appetite for risk.

2. Start investing smarter

Let us implement your roadmap. Your account will be managed by your advisor, who will use our investing process designed to help you reach your financial goals.

3. Get your life back

Your portfolio is monitored daily and periodically rebalanced. Enjoy the convenience of personalized planning.

While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor.

With GWP, we’re dedicated to you and your goals, helping to guide you through the investing process.

Open your account today →

Our Guided Wealth Portfolios service offers:

  • Personalized planning, service, and advice:
    The path to your financial goals is personalized for your specific stage in life, and will change as your life changes.
  • Intuitive, intelligent technology:
    See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal.
  • Wealth management at a lower cost:
    We can implement your personal roadmap using investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading that may increase diversification and can help reduce taxes.

Guided Wealth Portfolios offer digital investment tools designed to help you reach your financial goals

Start investing for your future with our new online platform provided to you free of charge from TDECU Wealth Advisors. Whatever your retirement goals are, we are here to help.

Get the TDECU Wealth Advisors experience and knowledge, but with the added convenience and transparency of automated investing.

Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.

Get Your Proposal

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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