Email addressPassword of your choice
Your goalsWhen you want the moneyYour age and marital statusHousehold income
This will help us create the right strategy for you.
Do you prefer:A conservative approachAn aggressive approachA balanced approach
The risk/return tradeoff is the balance between the desire for the lowest possible risk and hightest possible return.What's yours?
Returns are the gains or losses from a security in a particular period, usually quoted as a percentage
Risk is the chance that an investment’s actual return will be different than expected and means you have the potential to lose some of your investment
Low levels of uncertainty (low risk) are associated with low potential returns
High levels of uncertainty (high risk) are associated with high potential returns
See which strategy we recommend for you.View the allocation we think fits your situation.See how much you could have at your goal through GWP.Determine if you want to begin investing with GWP.
IMPORTANT: The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
For time-based goals like retirement, your investment time frame is considered to be more important than your risk preference.
If you have a longer time until your goal, you should pursue a more aggressive strategy: You have more time to pursue higher gains and more time to recover from loss.
If you still have questions, give us a call
With your custom proposal, you will have access to sample recommendations at no charge to you. If you decide to open a GWP investment management account, you will be charged a quarterly account fee, as well as certain additional costs such as underlying investment fees and expenses and other miscellaneous fees. If you decide to implement sample recommendations in the proposal with another firm, you may be charged fees, commissions, or expenses by that firm, as well as underlying investment fees and expenses.
IMPORTANT: The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.