Follow Your Own Path 

CONNECT

Address:

6401 Eldorado Pkwy, Ste 336
McKinney, TX 75070

Phone:

469.200.4708

Fax/Other:

972.525.0664

 

Start Investing for Your Future Today

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Life Path Wealth Advisors 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.

Why choose Guided Wealth Portfolios:

  • Low account minimums (just $5,000 to start)
  • Lower fees than traditional advising services
  • Personalized planning based on your goals, age and risk tolerance
  • Automatic account diversification and rebalancing
  • Looks for ways to reduce taxes
  • Appropriate for investors age 60 or younger
  • 24/7 online access to your account
  • Access to your financial advisor only when you need it

 

 

Want to learn more?  Watch this detailed video:

 

 

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 non-affiliated 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.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.