Guided Wealth Portfolio
A robo advisor, backed by a CERTIFIED FINANCIAL PLANNER™
Professional investment management starting at $5,000. Real financial planning when life needs it.
Digital investing platforms are everywhere. Most of them give you an algorithm, a dashboard, and nothing else, until your balance is large enough to matter to them.
Guided Wealth Portfolios (GWP) is our digital investment platform, and it works differently: the technology manages your portfolio, and a CFP® professional on the Vintage team stands behind your financial life.
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.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
The portfolio is the easy part
If you're in the accumulation phase of life, early career, young family, building toward what's next, your portfolio is probably the simplest part of your financial picture. The harder questions are the ones that show up along the way:
"Is the insurance on my first home actually adequate?"
"What changes financially when we start a family?"
"When should college savings start, and where?"
"What should I do with the 401(k) from my last job?"
GWP is built for this reality. The platform handles your investments: a diversified ETF portfolio designed around your goal, built from models constructed by LPL Research, monitored and rebalanced automatically, with your annual investment review delivered digitally so it fits your schedule instead of interrupting it.
And the Vintage team handles the rest.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.
What "backed by a CFP® professional" actually means
Daniel Ronis, CFP® leads our work with clients in the accumulation years. When something in your life touches money, and almost everything does, he's the call you make:
- Insurance Declaration ReviewMost people have never had a professional actually read their auto and home coverage. We do this as part of financial planning, and it regularly surfaces gaps and savings.
- Life Insurance GuidanceWhat you need when you start a family, what you don't, and how to evaluate what your employer already provides.
- College SavingsThe right accounts, opened at the right time.
- Job & Equity QuestionsRollovers, old 401(k)s, stock compensation, and benefits elections.
No asset minimums to have a conversation. No mandatory annual meetings. Access to real advice, when your life actually calls for it.
How it works
Answer a few questions online about your goal, timeline, and comfort with risk.
Receive a custom proposal showing your recommended portfolio.
If it fits, open your account online. Fund it by bank transfer or by utilizing additional available cash resources.
From there, your portfolio is monitored and maintained, and Daniel is a phone call away.
Get your custom proposal
Answer a few questions and see your recommended portfolio. No obligation.
Start your proposal →Online · About 10 minutes · $5,000 minimum to open
Not sure if GWP is the right starting point? Schedule a conversation and we'll help you figure it out.