Guided Wealth Portfolios (GWP) combines the convenience of technology with the benefits of a personal financial advisor. This automated service suggests an investing strategy based on your goals.
GWP helps you pursue investing excellence with tailored advice. It’s a simple way to start investing with these important benefits.*
- 24/7 access to your GWP account dashboard
- Low minimum investment of $5,000
- Customized portfolio insights
- Automatic rebalancing and potential tax savings**
- Increase your investing knowledge with advice tailored to your goals
- Guidance from a Tucson Federal Wealth Management Advisor
*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.
**Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
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. Tucson Federal Credit Union and Tucson Federal Wealth Management 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 available exclusively through our U.S. Wealth Management Representatives. LPL Financials U.S. Wealth Management Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the wealth management services mentioned are available in every state. https://brokercheck.finra.org/