How GWP is Different

GWP offers access to a <strong>personal advisor.</strong>

GWP offers access to a personal advisor.

I’m here to:

Review your portfolio
Help you understand portfolio performance
Answer investment questions
Evaluate your solution when your life or goals change

GWP is backed by the experienced LPL Research team, uses sophisticated technology and algorithms, and tracks your investment progress through the following features:

Smart Technology with 24/7 Access

Personalized Proposal

Account Sync<br/>

Account Sync

Personalized Portfolio

Personalized Portfolio

4 Building Blocks of Investing

4 Building Blocks of Investing

Automatic Updates and Monitoring

Automatic Updates and Monitoring

Potential Tax Savings

Potential Tax Savings

Easy Setup

Sign up and complete an investor profile questionnaire in just a few minutes.

GWP offers cost-effective investing options.

Portfolios with low-cost ETFs
$5,000 account minimum
One-time and monthly contributions

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