INTELLIGENT, ONLINE INVESTING AT YOUR FINGERTIPS
Powering your future with a personal touch.
Through our relationship with LPL Financial we can now provide a new online platform that combines access to a LPL Financial Advisor with sophisticated technology. This new platform is called Guided Wealth Portfolios (GWP). Think of it as access to personal financial advice along with sophisticated technology to manage your investments. Through this platform, you have access to a dedicated LPL Financial Advisor with the added convenience of an automated investing platform. Offering a lower investment minimum than traditionally available, GWP is easy to set up and uses cutting-edge technology and research-backed algorithms to help you manage your account.
Our Guided Wealth Portfolios service offers:
- Personalized planning, service, and advice—The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. Once you agree with the asset allocation that is appropriate for you, GWP will implement your personal roadmap. And, if you ever have any questions, our LPL Financial representatives are only a phone call away.
- Intuitive, intelligent technology—See your 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 time-tested investment techniques. Receive allocations designed for you and your investment goals, and benefit from trading techniques that may increase diversification and can potentially help reduce taxes.
Get started with Guided Wealth Portfolios
Select the location most convenient for you to get started today. Once connected, you’ll simply answer a few questions to receive an asset allocation proposal, customized to address your personal circumstances.
Note: Once your location is chosen, you will be prompted to select CONTINUE TO ANOTHER WEBSITE that will take you to the LPL Guided Wealth Portfolios platform. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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.
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.
FirstBank and FirstBank Investment Partners are not registered broker/dealers and are not affiliated through ownership with LPL Financial. The investment products sold through LPL Financial are not insured FirstBank deposits and are not FDIC insured. These products are not obligations of FirstBank and are not endorsed, recommended or guaranteed by FirstBank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Important Consumer Information:
The LPL Financial Advisor associated with this site may only discuss and/or transact securities business with residents of the following states: Tennessee, Alabama, Florida, Georgia, North Carolina and South Carolina.