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Digital Solutions

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

  • Includes a personalized portfolio in accordance to your age, risk tolerance, and goals
  • Platform technology includes algorithms that look to reduce taxes and improve diversification
  • Daily monitoring and automated portfolio management, so you can ‘set it and forget it’ and let GWP keep an eye on your portfolio for you
  • 24/7 online access to your account
  • Low starting minimum of $5,000
  • Lower fees than traditional advising services
  • Easy online setup in about 10 minutes
  • Works with your existing investing accounts
  • Unlimited access to a dedicated LPL Financial Advisor from Pinnacle Wealth Management

 

  1. Enter Your Information

To get started, we’ll need some information about you: your age, risk tolerance, and current investments. This allows GWP to create a strategy that is customized to you. A minimum investment of $5,000 is all it takes to get started.

  1. Implement Your Plan

If you decide to enroll in the managed service and let us implement your portfolio, GWP will administer your account using our intelligent investing process. This is a streamlined way to minimize fees, potentially reduce taxes, and help you effectively pursue your financial goals.

  1. Access Anywhere

Your portfolio strategy will automatically adjust as you become closer to meeting your goal or as your needs change. Manage your account anytime, anywhere with GWP's easy-to-use online account portal or speak to your Pinnacle Wealth Management Financial Advisor at any time.

 

Start Now For Free

To get your dynamic proposal and start investing for your future today.

An annual small account fee is applied to accounts with less than $10,000 invested.

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.