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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 arereceiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL isnot an affiliates of such advisor. LPL investment advisors are registered with the U.S. Securities and ExchangeCommission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. Thereis no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.Diversification does not protect against market risk.
Guided Wealth Portfolios
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Start Investing For Your Future Today
While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With GWP, we’ll be your personal advisor, dedicated to you and your goals, helping to guide you through the investing process. You still get the Hibernia Wealth Management experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts. Our Guided Wealth Portfolios service offers:
Whatever your retirement goals, we can help you.
Guided Wealth Portfolios offers investment management designed to protect your portfolio against volatility and help you pursue your financial objectives. By investing with us, you receive:
Personalized roadmap – Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.
Holistic advice – By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.
Tax-efficient investing – Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.
Consistent monitoring – Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.
Tax-loss harvesting – If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.
Financial advice – We’re available if you have a question about your account or investing strategy.
*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.