Invest in your future with our online investment platform that combines the benefits of a personal financial advisor with sophisticated technology.

Open your account in 4 simple steps

1.Provide email

2.Answer questionnaire

3.Fund account/ open account/ link funds

4.Sign digital documents

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Guided Wealth Portfolio Offers:


Solutions designed just for you

  • Ongoing planning, service and advice
  • Investment allocation roadmap
  • Access to a dedicated financial advisor

To help you pursue your objectives, your investment roadmap is based on your goals, investing timeline and risk preferences. It's also customized for your specific stage in life, and will change as your needs change.

Intuitive, intelligent technology

  • Personal investment portal
  • Constant monitoring of your portfolio
  • 24/7 access to your accounts

The technology that powers Guided Wealth Portfolios makes the self-directed investing process fast and easy. Invest online with access to a personal portal where you can view your accounts in one place, open new accounts, see your portfolio, and make updates.

Advanced wealth management at a lower cost

  • Low management fees
  • Low initial investment minimums
  • Tax-efficient investing

You can sign up for an account with as little as $5,000 in investible assets. We'll evaluate the tax impact of each trade before it goes though.

Common Questions

Guided Wealth Portfolios is our new online platform that gives you the convenience of automated investing with the benefits of a personal financial advisor.

With Guided Wealth Portfolios, you have access to a dedicated financial advisor to assist you. You can reach them by phone at 1-844-WIS-4GWP or by email at