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What is Guided Wealth Advising?

Guided Wealth Advising combines personalized guidance from a financial advisor with the ease of an automated, digital investment platform.  You will enjoy the convenience of a fully automated online investment experience backed by the ability to engage Buchanan Wealth’s full range of services and expertise as your needs become more complex. 

A Smart Investment Option

Guided Wealth Portfolio (GWP) is an investment option that provides a diversified portfolio matching your risk preferences. Our GWP tool helps you work toward your unique financial goals with a personalized investing plan. You’ll enjoy the ease and convenience of online account opening and management, automatic rebalancing, and tax-efficient asset placement.

Personalized Recommendations

It's easy to get started! If you are age 60 or younger and have at least $5,000 ready to invest, you can choose to enroll in GWP. You can receive your free personal investing plan by providing some information about yourself to see what Guided Wealth Advising with GWP recommends. We’ll implement your personal investment plan for less than you’d pay for traditional advisory services.  

How Guided Wealth Advising with GWP Works

  1. Enter Your Information

    To get started, we’ll need some information about you: your age, risk tolerance, current investments and savings.

  2. Review Your Personalized Investing Plan

    After you enter your information and connect your existing investment accounts, we'll provide you with a financial road map tailored for your specific situation, risk tolerance, and retirement timeline.

    You’ll see recommendations demonstrating how your portfolio can potentially be improved by using the Guided Wealth Portfolio. This road map is free and remains available to you for 45 days.

  3. Implement Your Plan

    If you decide to enroll in the managed service and let us implement your road map, GWP will administer your account using our customized investing process. It is an affordable way to minimize fees, potentially reduce taxes, and help you pursue your financial goals with our support.

Why Choose Guided Wealth Advising with GWP?

  • Lower fees than traditional advising services
  • Automatic account diversification and rebalancing
  • Tailored to your age, risk tolerance and portfolio size
  • Looks for ways to reduce taxes
  • Low minimums (just $5,000 to start)
  • Appropriate for investors age 60 or younger
  • 24/7 online access to your account

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.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

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.

LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.