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Guided Wealth Portfolios (GWP)

Start Investing for Your Future Today

Invest for your future with our online platform that combines the benefits of a personal financial advisor with sophisticated technology. You will still get the MainStreet Capital experience and expertise, with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.  The platform also offers clients with less to invest a lower-cost solution, while providing an access point to financial advice and potentially an avenue for future transition to a full-service management model.

Check out the GWP Client Investment Process Brochure  for more information about the platform and to decide whether or not it's the right choice for you.


To get your dynamic proposal, select your advisor below and click 'Start Now' to begin.

Need help?  Click the link below for our step-by-step enrollment guide. 


View Enrollment Guide  Getting Started with GWP

Steven Flaten

Steven Flaten

CFP®, ChFC®

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Samuel Flaten

Samuel Flaten

CFP®, ChFC®, CRPC®

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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 non-affiliated 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.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

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