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Guided Wealth Advising

Guided Wealth Portfolios

At GrandView Financial Group, we are continuously looking for new ways to service our clients to help them pursue their financial goals.  With Guided Wealth Portfolios (GWP), we introduce a digital investing solution that allows you to invest online while working with a GrandView financial advisor at a low starting minimum.  Other similar solutions, called “robo-advisors,” often require a large investment amount before granting access to a dedicated financial advisor.  With GWP, you can begin investing with only $5,000.* 

With Guided Wealth Portfolios, you get a diversified portfolio personalized for you and your individual investment goals. GWP is an innovative way to invest for your future, whether you want to invest for retirement or a major purchase like a new home.  You’ll also get to build a relationship with a GrandView financial advisor and engage with a personalized online dashboard to track your accounts along the way. 

  • Affordable account minimum that is great for all types of investors 
  • Easy to enroll on an enhanced online platform 
  • Combines digital wealth management with the support of a traditional advisor 
    • Quarterly goal tracking and planning with GrandView advisor 

    *An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply. 

    To learn more about GWP, watch the short video below.

    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.