Personalized Investing. Made Simple.
Whether you're new to investing or looking for a smarter, more efficient way to manage your portfolio, Guided Wealth Portfolios (GWP) offers a strategic solution designed to help you grow and manage your wealth—on your terms.
Start Your Personalized Investment Plan
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What is Guided Wealth Portfolios?
Guided Wealth Portfolios is an online investment platform that combines powerful digital technology with the trusted experience of Envista Investment Advisors. By answering a few simple questions about your goals, timeline, and risk tolerance, you’ll receive a customized investment strategy—built just for you.
How it Works:
1. Answer a Few Questions
Share your age, goals, investment timeline, and comfort with risk—it only takes a few minutes.
2. Get a Personalized Proposal
Based on your responses, you'll receive a free, tailored investment plan—right away. No obligation.
3. Start Investing with Confidence
If you like what you see, you can open your account and begin investing with as little as $5,000.
4. Stay on Track
Your portfolio is automatically rebalanced and monitored to help you stay aligned with your goals—now and in the future.
Features and Benefits:
24/7 Online Access
View your portfolio anytime, anywhere through your secure online dashboard.
Smart, Goal-Based Planning
Whether you're saving for retirement, a major purchase, or just building your future, GWP creates a strategy designed around you.
Professional Oversight
Although the platform is digital, your investments are managed by real professionals through LPL Financial.
Automatic Rebalancing
Your portfolio stays optimized—adjusting automatically as the market changes and your needs evolve.
Low Minimum to Get Started
Start with as little as $5,000—making this an ideal option for new and experienced investors alike.
Transparent Pricing
No hidden fees. You’ll always know what you’re paying for and what you’re getting in return.
Ready to Take the First Step?
Your personalized investment plan is just a few clicks away—and it's completely free to explore.
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