Invest for your future with our new online platform that combines the benefits of access to a personal financial advisor with sophisticated technology.
Online Investing; Personalized for You
Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs). You get flexibility and convenience all while working with a personal financial advisor.
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 in your future, whether you want to save for retirement or a major purchase like a new home – or simply want to put your money to work in the market so it’s not sitting idle. You’ll also get to build a relationship with a financial advisor and engage with a personalized, online dashboard that shows you how your account is doing along the way.
Why Choose Guided Wealth Portfolios?
To Get Started
Visit our How It Works guide here. Once you’ve reviewed you can register for a portfolio by visiting: www.lplguidedwealth.com to learn more. Or schedule a complimentary consultation with one of our wealth advisors to determine which investment strategy is appropriate for you.