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Financial Consultant reviewing a wealth portfolio.
GUIDED WEALTH PORTFOLIOS

Digital investing, with advice when needed.

BUILD YOUR PORTFOLIO

Guided Wealth Portfolios1 allows you to invest online while working with a personal financial advisor. This digital investing solution has a low starting minimum of $5,0002, access to low-cost exchange-traded funds, and an investment allocation roadmap tailored for you.

What We Offer

Build a diversified portfolio based on your investment goals, timeline, and comfort with risk. Work with a financial advisor, so your portfolio evolves as you evolve, whether that means planning for a new addition to the family – or primarily investing for retirement. You will always have 24/7 access to your accounts.

Technology for Your Portfolio

We use proven diversification techniques and sophisticated algorithms to keep you on track. Markets are always on the move, so your portfolio is monitored daily and rebalanced as needed. You will receive allocations designed to meet your savings goals. You may also benefit from trading techniques that can help reduce your taxes.

Husband and Wife looking at a laptop screen.

How It Works

Getting started is easy. You can preview our advice before choosing  to open an account.

  • Provide an email address and create a login password.
  • Answer a few questions about yourself and your finances.
  • Tell us how you feel about taking on risk when investing.
  • Get a personalized portfolio with our recommended strategy – and your projected earnings.

If you like your proposal and would like to begin working with a financial advisor, you can open your account immediately. You can transfer funds from an existing investment account, or fund your account with cash.

Get started with your Financial Consultant:

1 Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors 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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

2 An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply. 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.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.  First Midwest Bank and First Midwest Financial Network are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Midwest Financial Network, and may also be employees of First Midwest Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Midwest Bank or First Midwest Financial Network. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

The site is designed for U.S. residents only, and the services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.