Greater Texas Financial Solutions Guided Wealth Portfolios


Guided Wealth Portfolios

Do-it-yourself investing with when-you-need-it advice.

Invest in your future with our online investment platform that combines the benefits of a person financial advisor with sophisticated technology. While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With Guided Wealth Portfolios, we’ll be your personal advisor, dedicated to you and your goals, helping to guide you through the investing process.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 


 

What You Get

Our Guided Wealth Portfolios services offer the following:
 



Get Started with Guided Wealth Portfolios


Joe James

 
 
 
 
 
  

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.

 

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. Greater Texas Credit Union and Greater Texas  Financial Solutions are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Greater Texas Financial Solutions, and may also be employees of Greater Texas Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Greater Texas Credit Union or Greater Texas Financial Solutions. The Greater Texas Financial Solutions site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. 

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

 

LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.