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Guided Wealth Portfolios

Guided Wealth Portfolios is our new digital investment platform designed to help you plan for retirement, save for a major purchase, or simply put your money to work for you by investing in the market.

Simple

Guided Wealth Portfolios, offers a diversified portfolio made up of low-cost ETF's.

Convenient

You still get the Latus Group experience & expertise, but with added convenience and transparency of a digital investing platform. 

Low-Cost

GWP provides the opportunity for you to access our services and advice at a lower cost. 

Let's Get Started Building Your Portfolio
Low Minimum Platform

Low Minimum Platform

Our comprehensive online platform, Guided Wealth Portfolios, combines the benefits of a personal financial advisor with sophisticated technology. This new tool is designed to help you: 

  • Plan for retirement
  • Save for a major purchase or
  • Simply put your money to work for you by investing in the market. 

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are 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.

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