Guided Wealth Portfolio – Digital Investing
Uses the intelligence of an online portfolio manager combined with personal assistance and support from a financial consultant. Learn More
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. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL 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.
The investment products sold through LPL Financial are not insured PS Bank deposits and are not FDIC insured. These products are not obligations of the PS Bank and are not endorsed, recommended or guaranteed by
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, NJ, NY, OH, OR, PA, SC, VA.