Guided Wealth Portfolios
Open your account in just minutes, then begin investing with our intelligent market resources today.
Guided Wealth Portfolio (GWP) is our digital investing solution that allows you to invest for your future by combining the personal experience and guidance of one of our professional advisors and the added convenience and accessibility of a 24/7 online portfolio manager. You get the best of both worlds - AI and data-driven technology plus live advice from someone you know, when you need it.
It’s a great solution for those both new to investing or who want a little help, but aren’t ready for comprehensive wealth management services yet. It works because we combine algorithm-based technology to design your personalized plan and help you invest intelligently. You’ll enjoy the simplicity of online account management with one-on-one support from a dedicated advisor on our team, invested in your goals.
Why GWP?
You can start now!
No pressure to meet asset minimums traditionally required to access professional, custom advice - get started with only $5000
Lower account management fees than traditional advice
Customized for your situation, age, risk tolerance, and goals
Automatic diversification and rebalancing