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Beachwood Office (216) 359-5580 Open Geo Locator

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25201 Chagrin Boulevard
Suite 120
Beachwood, OH 44122

Phone: (216) 359-5580
Fax: (216) 359-5581

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  • Beachwood Office
    25201 Chagrin Boulevard, Suite 120 - Beachwood

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    348 Center Street P.O Box 1078 - Chardon

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    15545 West High Street. P.O. Box 35 - Middlefield

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    17 North State Street - Westerville

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LPL FINANCIAL GWP

Home LPL FINANCIAL GWP

Helping You Prepare

To live the life you want

 

Guided Wealth Portfolio

Automated Investing Backed With Personalized Service

Guided Wealth Portfolios combine easy-to-use technology with the personal financial consultation service of our LPL Investment & Retirement Services team. Unlike most digital investing solutions, or robo advisors, who don’t include a dedicated financial advisor relationship, our digital investing solution guides you through the process from start to finish. Our online investment platform combines the benefits of a personal financial advisor with sophisticated technology to help you invest in your future:

  • Advisors on call
  • Low initial investment
  • Competitive rates

Personalized Solutions

We’ll create an investment allocation road-map based on your goals, risk preferences and investing timeline to help you pursue your objectives. Your road-map is also customized for your specific stage in life, and will change according to your needs.

  • Ongoing planning, service, and advice.
  • Investment road-map designed just for you
  • Access to a dedicated financial advisor

Hi-Tech, Low-Cost Advanced Wealth Management

Just $5,000* in investable assets opens your low management fee account, and we’ll allocate your assets in a tax-efficient manner, evaluating the tax impact of each trade before it goes through.

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

Intuitive, Intelligent Investing

Your self-directed investing process is made fast and easy with the secure technology that powers LPL’s Guided Wealth Portfolios. Get access to a personal portal and track your activity, open new accounts, invest online, see your portfolio and make updates to your accounts in all one place:

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

BrokerCheck

• Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

BrokerCheck-Finra.org

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Insured By Any
Federal Government Agency

Not A Bank Deposit

 
Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, member FINRA /SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
 
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Ohio.
 
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.

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.