Start Investing with Guided Wealth Portfolios.
Open Investment Accounts Online or with an Advisor.
While some digital investing solutions offer online investment management, many don’t include a direct personal relationship with a financial advisor unless you’re willing to invest substantial amounts of time and money. With Guided Wealth Portfolios, you get a personal advisor dedicated to you and your goals, no matter how large or small your investment amount. You have the freedom to invest your way—anytime, anywhere.
All you need to get started is $5,000* to invest. Whatever your investment goals, we can help you. We’re available whenever you have questions about your account or investment strategy.
Designed for You and Your Goals
- Guided Wealth Portfolios offers investment management designed to help you pursue your financial objectives. You’ll receive diversified allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes. By investing with us, you’ll enjoy:
- Intuitive, intelligent technology—Our online platform is designed with the end user in mind. View your portfolio accounts, open new accounts and make updates, anytime you want.
- Professional guidance—Unlike many digital investing solutions, our guided wealth portfolios are fully supported by a team of personal financial advisors. If you have a question or need help, we’re a quick call away.
Personalized roadmap—You’ll receive an investment allocation and roadmap based on your goals, time horizon and risk preferences. Your portfolio is monitored daily and rebalanced as needed. - Cost-effective wealth management—You don’t need to be wealthy to get started. Open your portfolio with as little as $5,000. Plus, enjoy low management costs, tax-efficient investing and tax-loss harvesting.
Frequently Asked Questions
What are Guided Wealth Portfolios (GWP)?
Guided Wealth Portfolios (GWP) is an online platform that combines the benefits of a personal financial advisor with the convenience of automated investing technology.
How much money do I need to get started?
The minimum initial investment is $5,000.
Who do I contact with questions?
To speak with a wealth advisor, click the button below.
Contact An Advisor
Contact an advisor today to schedule a no-cost, no-obligation appointment to discuss your individual needs.
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. iTHINK Financial Credit Union and iTHINK Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using iTHINK Wealth Management and may also be employees of iTHINK Financial Credit Union. These products and services are being offered through LPL, or its affiliates, which are separate from and not affiliates of iTHINK Financial Credit Union or iTHINK Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for Financial Institution to make these referrals, resulting in a conflict of interest. The Financial institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
*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 generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors 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.