Our Team

Guided Wealth Portfolios

Guided Wealth Portfolios

Grow your future with our expertise and the convenience of online investment management.

Simply answer a few questions to receive a proposal, customized for you. We'll gIve you recommendations for your account and a calculation of your potential dollars at retirement.

Get Started Today!

 

 

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 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.

 

What's Your Risk Score

We invite you to take a 5-10 minute risk assessment that will enable us to better understand the amount of risk you are willing to take with your portfolios.  Our objective is to pair your expectations with an investment allocation that's comfortable.

Check Your Risk Score

We manage assets for individuals and families, providing investment management and financial planning services.

Blogs

With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.

Educational Videos

Easy Ways to Financial Health

Why Financial Literacy Is Important

What To Do In A Crisis

Awards and Recognition

 

 

Nominations are provided by the community and are placed in categories. Readers are permitted to vote on one choice in each category. All voting is conducted online through the sponsor's website and links to the voting platform. Nominations and votes are totaled by a third-party. Cache Valley Media Group and its affiliates do not know the results of the contest until after the votes are tabulated.