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:
Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.
By considering your retirement objectives and investments, our analysis helps you to work toward your investment goals.
Through asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.
The system monitors your portfolio daily, keeping it on track as markets move, and rebalancing it as needed.
If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you can potentially get tax benefits while keeping a properly diversified portfolio.
We’re available any time you have a question about your account or investing strategy.
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.
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.
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.