Guided Wealth Portfolios
Start Investing for Your Future Today
Invest for your future with our new, online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Intentional Wealth Advisors experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.
Video by LPL Financial
IWA’s award-winning customer service meets a powerful investing platform from LPL Financial.
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’ll be your personal advisor, dedicated to you and your goals, helping to guide you through the investing process. 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. If you ever have any questions, your advisor is only a phone call away.
- Intuitive, intelligent technology: See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.
- Advanced wealth management at a lower cost: We can implement your personal roadmap using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.
LPL Financial LLC is the largest independent broker-dealer* in the United States. As of 2017 the company had more than 15,000 financial advisors, over $615 billion in advisory and brokerage assets, and generated approximately $4.2 billion in annual revenue for the 2017 fiscal year.Wikipedia
Intentional Wealth Advisors chose to partner with LPL Financial in 2005. This has allowed our advisors to focus on client service and research. LPL handles account logistics, provides support and has created the online portal that makes Guided Wealth Portfolios such an effective solution for our clients.
*As reported by Financial Planning magazine, June 1996 – 2018, based on total revenue.
Whatever your retirement goals, we can help you.
Guided Wealth Portfolios offers investment management designed to protect your portfolio against volatility and help you pursue your financial objectives. By investing 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 allows you to work toward your investment goals.
Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.
Your portfolio is monitored daily (keeping it on track as markets move) and rebalanced 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 get tax benefits while keeping a properly diversified portfolio.
We’re available if you have a question about your account or investing strategy.
To get your dynamic proposal and start investing for your future today, go to https://www.lplguidedwealth.com/advisor/intentionalwealth.
This 2 1/2- minute video provides an overview for a Guided Wealth Portfolio (GWP) account:
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 non-affiliated 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.
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.