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20 Offices Nationwide!
 
  • 110 Main St, Poughkeepsie, NY 12601
  • 407 Hurley Ave, Kingston, NY 12402
  • Office: 845-554-1046
  • Toll Free: 855-MS-Wealth (855-679-3258)

INTEGRITY

PASSIONATE

INSPIRING CONFIDENCE

PROACTIVE

COLLABORATIVE

Guided Wealth Portfolios

START INVESTING FOR YOUR FUTURE TODAY

  • Are you on track to reach your goals?
  • Can you retire when you want to?
  • How much will you need in retirement?
  • What can you improve to retire?


Is GWP Right for you?
Guided Wealth Portfolios is our easy to use online advisor platform, combined with the expertise from our team of professional wealth advisors. This platform is ideal for participants that are...

  • 65 years old or younger
  • At least 5 years away from retirement
  • Investing a minimum of $5,000

Intelligent Investing
Guided wealth portfolio (GWP) is a sophisticated investment solution personalized for your specific stage in life, and will evolve with you as your life changes. You will experience streamlined set-up and account maintenance, with the added support of professional financial advisors.

Gateway to Financial Planning
Take the steps to begin building your personalized financial road-map. Your Personalized portfolio is based on many factors, including your risk tolerance and age. The GWP will offer you services and account minimums that are not traditionally available. 

Benefits of Guided Wealth Portfolios

  • Access to a local advisor and office for support
  • Online investment platform
  • 24/7 access to your account
  • Personalized risk tolerance and portfolio allocation
  • Tax-efficient Investing
  • Roll-over old accounts
  • Smaller account minimum
  • Holistic advice
Start investing for your future today

Steps to Opening and Monitoring your GWP Account

  1. Customize your plan - Tell us about your investment horizon, risk tolerance, current investments and savings.
  2. Review our recommendations - connect your current accounts and the Guided Wealth Portfolios makes recommendations to potentially improve your investment accounts. Compare GWP's recommendations to your current holdings to begin building your road-map. This road map is free and remains available to you for 45 days.
  3. Make it work for you - if you decide to implement the GWP's plan, you will move one step closer to pursuing your financial goals. We will provide advice on your investments and continue to look for ways to minimize taxes.
  4. Evaluate your road-map - we will perform an annual evaluation of your performance to see if there are any areas that need adjustment.
Get Your Free Plan

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.