Guided Wealth Portfolios

Intelligent, automated investing at your fingertips.

We’re pleased to offer tech-savvy individuals an automated and transparent solution to investing for retirement — coupled with the personalized guidance and oversight of an experienced financial advisor from Northwest Financial Advisors.

Enhanced by your advisor’s support, a Guided Wealth Portfolio (GWP) is not your typical robo-investing solution. It is an ideal option for you if you are under 62 years old, more than seven years from retiring and you:

  • Plan to invest a limited amount of money ($5,000 minimum)1
  • Seek a lower cost investing solution2
  • Enjoy a highly convenient, real-time digital solution to investing
  • Prefer a lower-touch advisory service (fewer in-person meetings and calls)
  • Want access to your account 24/7

Get started today.

GWP offers investment portfolios consisting of low-cost Exchange Traded Funds (ETFs) designed to help you pursue your retirement goals. It’s easy to get started! Select your advisor’s GWP portal below and fill out the Investor Profile Questionnaire (IPQ) to receive a free proposal and enroll in the platform.3 

JONATHAN ADAMS, ChFC®, RICP®, Financial Advisor

TODD HOLDEN, Financial Advisor

JUSTIN VALADEZ, Financial Advisor


Questions? Visit our FAQ page on GWP or email us at contact@nwfllc.com.

 
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.
1 Accounts under $10,000 will incur a $20/year small account fee.

2 GWP offers lower costs in relation to your fees for other services Northwest Financial Advisors offers, not in relation to other advisors or platforms available in the industry.

3 With your free, dynamic proposal, you will have access to sample recommendations at no charge to you. If you decide to open a GWP investment management account, you will be charged a quarterly account fee, as well as certain additional costs such as underlying investment fees and expenses and other miscellaneous fees. If you decide to implement sample recommendations in the proposal with another firm, you will be charged fees, commissions or expenses by that firm, as well as underlying investment fees and expenses.

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 are advised to consult with their personal tax advisors regarding the tax consequences of investing.
An investment in Exchange Traded Funds (ETFs), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as nondiversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts and index tracking errors.