Guided Wealth Portfolios

Looking for a self-guided journey in investing? 

Looking for a self-guided journey in investing? 

Guided Wealth Portfolios (GWP) is our new digital investment platform designed to help you plan for retirement, save for a major purchase, or simply put your money to work for you by investing in the market. You still receive the Financial Quest experience and expertise, but with the added convenience of a digital investing platform.  GWP gives you access to actively managed portfolios made up of low-cost ETF’s at a lower minimum investment.

ready to begin?

ready to begin?


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 are receiving advisory services in GWP from a seperately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor.  LPL investment advisors are 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 you against loss. There is no guaratee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

An investment in exchange-traded funds (ETFs), structured as a mutual fund or uit investment trust, involves the risk of losing money. An investment in ETFs involves additional risk such as non-diversification, price volitlity, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.

A small account fee is applied to accounts with less than $10,000.00 Invested.