Guided Wealth Portfolio (GWP)
Easy online investing with the guidance of a financial advisor
Online Investing With Personal Guidance
Invest for your future with a digital investment platform that combines the benefits of a personal financial advisor with sophisticated technology.
How it Works
With GWP, you’ll have a financial advisor dedicated to your account, receive diversified allocations based on your financial goals, and benefit from trading techniques that may increase diversification and can help reduce tax impacts.
What's your goal?
You’ll choose from three primary goal options:
- Retirement: You want to potentially grow your account for retirement.
- Major purchase: You want to save and invest for a home, car, vacation, etc.
- General investing: You don’t have a specific goal in mind, but you want to start investing for the future.
What's your investment horizon?
If you’re investing for retirement or a major purchase, your investment time frame will be the key factor in determining your initial portfolio allocations.
What's your risk preference?
Next, you’ll answer a series of risk preference questions, either online or with your advisor. This will clarify if you prefer:
- Taking on more risk, which means you’ll receive more equity exposure in your portfolio.
- Taking on less risk, which means you’ll receive more fixed income exposure in your portfolio.
- A mixed approach, which means you’ll receive a balanced mix of equity and fixed income in your portfolio.
If you’re investing for retirement or a major purchase, time will be the key determining factor in your portfolio allocation. Your risk preference will determine the investment allocation track for your portfolio—whether you have more equity or more fixed income investments, or a balance of the two. On the other hand, if you’re investing for general purposes, your risk preference will be the key determining factor in your portfolio allocation.
Office of James Rockwell & Zach Carothers
106 West Main Street, Suite 2,
Grangeville, ID 83530
(208) 983-3027