Guided Wealth Portfolios

Digital Investing, with advice when you need it

Guided Wealth Portfolios (GWP) with BOS Investment Services allow you to invest online with a low starting minimum and low-cost exchange-traded funds (ETFs) while working with a personal financial advisor. While other, similar solutions, called “robo advisors,” often require a large investment before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.*

What do you get with GWP?

A diversified portfolio that’s built around your goals, whether you’re planning for retirement, a purchase, or general investing
Support from a personal financial advisor, proven diversification techniques, sophisticated algorithms, and trading techniques that can help reduce taxes
Daily monitoring that keeps your portfolio on track as markets move, rebalancing as needed
Access to an online dashboard with updates on how your account is doing
Option to transfer an existing investment account or fund your account with cash

Contact our GWP Specialists to get started

Brad Meador

LPL Financial Advisor

Brad.Meador@InvestWithBOS.com

618-954-4306

Learn more

Get your personalized proposal to see if GWP is right for you

Provide an email address and choose a password so your information is protected
Answer a few simple questions to tell us a little bit about you, so we can determine what your portfolio should be
Answer some questions about how you feel about taking on risk when investing, so we can determine your investment preferences
Get a personalized portfolio that outlines our recommended investment strategy and how much you could potentially earn through Guided Wealth Portfolios

Step-by-step guide for opening a GWP account

Frequently Ask Questions

What are Guided Wealth Portfolios?
Guided Wealth Portfolios (GWP) are a digital investing solution that allows you to invest online with a low starting minimum and low-cost ETFs and benefit from the support of a personal financial advisor.

What is the minimum investment?
Your initial investment must be $5,000 or more.*

Can I get a personalized proposal?
Absolutely! Simply select the Investor you'd start a proposal with above.

How soon can I open a GWP?
After receiving your personalized proposal, you’re able to open the account immediately.

Get Started Today

Click the link or Call 618-954-4306

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.

An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.

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.

An annual small account fee is applied to accounts with less than $10,000 invested.

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Guided Wealth Portfolios Brad Meador