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Guided Wealth Portfolio

Investing Made Simple

Get the best of both worlds with expert advice plus automation.

Guided Wealth Portfolio

Guided Wealth Portfolios (GWP)¹ provide you personalized, objective investment advice through an online platform with 24/7 access to your accounts. Invest for your future with our online platform that combines the benefits of a personal financial advisor with sophisticated technology.

Guided Wealth Portfolios Help Members’ Money Grow.

Invest now for a financially secure future. Are you:
Interested in getting professional advice on your investments?
Wanting the convenience of automated investing tools?
Seeking advanced wealth management at an affordable cost?
Looking for ways to grow your money?
Ready to work toward your long-term financial goals?
Trying to allocate your assets to save on your taxes?
Start Investing
Guided Wealth Portfolio

HubSpot Video

 

Personalized roadmap

Personalized Roadmap

Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.

Holistic Advice

Holistic Advice

By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.

Tax-Efficient Investing

Tax-Efficient Investing

Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.

Intelligent Investing

Guided Wealth Portfolios

The investment account you need to reach your goals.

Start Investing
Consistent Monitoring

Consistent Monitoring

Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

Tax-Loss Harvesting

Tax-Loss Harvesting

If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.

Personalized roadmap

Personalized Roadmap

Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.

Holistic Advice

Holistic Advice

By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.

Tax-Efficient Investing

Tax-Efficient Investing

Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.

Consistent Monitoring

Consistent Monitoring

Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

Tax-Loss Harvesting

Tax-Loss Harvesting

If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.

Open Your Account Today

Get Started Now

Frequently Asked Questions About Investing

A Guided Wealth Portfolio[1] allows you to invest in your future with our new online platform, which combines the benefits of a personal financial advisor with the sophisticated technology you need for your investment future. You’ll get personalized, objective investment advice through an online platform that gives you 24/7 access to your accounts.

We offer a list of investment services to help you work toward both short and long-term objectives. Some of our offerings include:

 

  • Stocks, Bonds, and Mutual Funds
  • Managed/Advisory Investment Accounts
  • Exchange-traded funds (ETF)
  • Fixed and Variable Annuities
  • Real Estate Investment Trusts (REIT)
  • Unit Investment Trusts
  • Individual Retirement Accounts (IRA)
  • Group Retirement Accounts, 401(k), 403(b), Simple and SEP IRAs
  • Life Insurance
  • Long-Term Disability Insurance
  • Long-Term Care Insurance

We also offer LPL Financial Statements to provide you with consolidated account information. If you already have one of our investment options, feel free to sign up for an account today! 

Ready to get started? Speak to one of our Financial Planners today by calling 731.664.1784, ext. 1152 or 731.664.1784, ext. 1247 to get started on planning out your financial future.

Asset allocation protects you from having too much of your portfolio in a single asset. Over-allocation can put you at risk because if a significant percentage of your portfolio is in one company’s stock and that company fails, you could lose more than you can afford to lose.

 

We will review your Guided Wealth Portfolio daily to ensure that your risk is spread out and you are protected.

Here at Leaders, we integrate what we call The Five Key Areas of a Strong Financial Foundation. These areas include the following items:

 

  • Asset Protection
  • Risk Management
  • Review of Asset and Debt positions
  • Income Tax Strategies
  • Review of each individual’s retirement situation
  • Estate structuring including business succession strategies

We also offer LPL Financial Statements to provide you with consolidated account information. If you already have an investment option of ours, feel free to sign up for an account today!

We have two representatives that can answer your questions and provide you the information needed to make the right investment decision.

You can contact either of the following people:

 

Kevin Smith (LPL Financial Planner)
kevin.e.smith@lpl.com
731.664.7184, ext. 1152

 

Christy Pittman (Client Associate)
christina.pittman@lpl.com
731.664.1784, ext. 1247

 

Please feel free to check the background of our investment professionals on FINRA's BrokerCheck.

With investments through Leaders Credit Union, you can view your financial statements through LPL Financial Statements, which makes it simple to consolidate all of your account information and organize your investment accounts.

Still have questions? Visit our Help Center.

Do You Have Investment Questions?

Schedule a free appointment with one of our Investment Champions and we’ll help you choose the best account for your needs.

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Disclosures

1. - 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.