Start Investing for Your Future

Guided Wealth Portfolios uses our new online platform using sophisticated intelligence of an online portfolio manager combined with personal assistance and support from a professional wealth advisor.

You still get the Paramount 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.

Guided Wealth Portfolios
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With GWP, we’ll be your personal team, dedicated to you and your goals, helping to guide you through the investing process. Our Guided Wealth Portfolios service offers:

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.

How This is Different
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.

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.

Advanced wealth management at a lower cost

Whatever your goals, we can help you.

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Why Choose Guided Portfolios Advising with GWP?
Intelligent Investing - 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:
Personalized Roadmap

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.

Access

24/7 online access to your account

Holistic Advice

By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.

Tax-Efficient Investing

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.

Consistent Monitoring

Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

Tax-loss Harvesting

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.

Low minimum

Just $5,000 can get you started. As you grow, our systems and processes are dynamic and allow us to offer assistance as your financial life grows and expands.

Personalized Roadmap

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.

Lower Costs

Lower fees than our traditional advising services

Financial Advice

We’re available if you have a question about your account or investing strategy.

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Starting is as easy as
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In three simple steps, you can be on your way to achieving you goals using a system that is customized to you, and your goals.

Enter Your Information

To get started, we will need some basic information about you: your age, risk tolerance, current investments and savings.
Review Your Personalized Investing Plan
After you have told us about YOU, we will provide you with a financial roadmap that is tailored to YOU and YOUR goals
Review Your Personalized Investing Plan
After you have told us about YOU, we will provide you with a financial roadmap that is tailored to YOU and YOUR goals
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To get your dynamic proposal and start investing for your future today, go to:

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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.
Approval Ref: 1-638686, 1-561858