Guided Wealth Portfolios

Do-it-yourself investing with when-you-need-it advice.

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. 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.

Whatever your retirement goals, we can help you.

 

Note: Once your location is chosen, a new tab/page will open and you will be connected to the LPL Guided Wealth Portfolios platform. Simply close the tab/page to return to Diamond Financial Planning.


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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.


Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Diamond Credit Union and Diamond Financial Planning are not registered broker/dealers and are not affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: Pennsylvania, Arizona, California, Delaware, Florida, Georgia, Maryland, Minnesota, New Jersey, New York, North Carolina, Ohio, South Carolina, Virginia, and Washington. Insurance licensed in Pennsylvania, Delaware, New Jersey, and Virginia. Please note that not all of the investments and services mentioned are available in every state.