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Online investing, with a personalized touch.
Guided Wealth Portfolios (GWP) with Summit Financial Advisors allows you to invest online with a low starting minimum and low-cost exchange-traded funds (ETFs) while working with a personal financial advisor. While other, similar solutions, called “robo advisors,” often require a large investment before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.*
Personalized portfolio management, service, and advice.
The path to your retirement goals is personalized for you and will change as your life does. If you ever have any questions, we’re only a phone call away.
Intuitive, intelligent technology.
See your accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. With everything online, the process is fast and easy.
Advanced wealth management with a low account minimum*.
We use algorithm-based investment techniques to help you work toward your retirement goals. Potentially benefit from trading techniques that can increase diversification and manage tax consequences.
*An annual small account fee is applied to accounts with less than $10,000 invested.Guided Wealth Portfolios (GWP) is a centrally managed 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.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.
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