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

In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before. 1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an...

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.