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Guided Wealth Portfolio (GWP)

Invest for your future with our online/digital platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get our experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolio (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts. 

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. Our Guided Wealth Portfolio service offers:

  • Personalized planning, service, and advice: The path to your financial goals is personalized for your specific stage in life and will evolve as your life changes. If you ever have any questions, we are only a phone call away.
  • Intuitive, intelligent technology: See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.
  • Advanced wealth management at a lower cost: We can implement your personal roadmap using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.

Whatever your retirement goals, we can help you. 


If you have already spoken with one of our advisors below, please click on the appropriate link to learn more and register for a complimentary proposal. Otherwise, please feel free to click on either link.  

Heather Drebenstedt - Learn more & register for a complimentary proposal 

Chris Spoltman - Learn more & register for a complimentary proposal

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.