Guided Wealth Portfolio

guided wealth portfolio

What is a Guided Wealth Portfolio (GWP)?

Guided Wealth Portfolios (GWP) uses the intelligence of an online portfolio manager combined with personal assistance and support from a professional financial advisor.

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How would I benefit from a GWP?

You don’t have to be wealthy to get started! Your personal investing plan is free – just provide some information about yourself to see what Guided Wealth Advising with GWP recommends. If you are 60 or younger and have at least $5000 ready to invest, you can choose to enroll in GWP. We’ll implement your personal investment plan for less than you’d pay for traditional advisory services with us.

Is this a smart investment option?

Guided Wealth Portfolio (GWP) is a sensible investment platform to consider, whether you’re just getting started or have been saving for a while. Our GWP tool uses proprietary software to develop a personalized investing plan that will help you pursue your long-term financial goals. You’ll enjoy the ease and convenience of online account opening and management with phone support from our LPL Financial Advisors who are available to answer your investment questions.

Why Choose Guided Wealth Portfolios?

  • Lower fees than traditional advising services with us
  • Automatic account diversification and rebalancing
  • Tailored to your age, risk tolerance and portfolio size
  • Looks for ways to reduce taxes
  • Low minimums
  • Appropriate for investors age 60 or younger
  • 24/7 online access to your account

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 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. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing. An annual small account fee is applied to accounts with less than $10,000 invested.


Ready to take your first step towards investing?

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

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. LCNB National Bank and LCNB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LCNB Investment Services, and may also be employees of LCNB National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LCNB National Bank or LCNB Investment Services. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose Value

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, IA, IN, IL, KY, LA, MD, NC, NJ, OH, SC, TX, VA & WV.