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  • Phone with a sample of GWP

    Guided Wealth Portfolios (GWP)

    Put Your Investments on Cruise Control

    Guided Wealth Portfolios is a digital investing solution that allows you to invest online with a low starting minimum* and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor when you need guidance.

    Get Started Now 

    How It Works

    1. Invest Easily – Decide what your financial goal is along with the risk level and timing that works for you. Then GWP invests and manages your money for you.
    2. Portfolio Management – GWP will monitor and adjust your investments as needed, automatically.
    3. Need guidance along the way? – Your Financial Advisor, Nora Yeh, can help:
      EMAIL: nyeh@techcu.com or CALL: (408) 487-7502
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    Powering Your Future Video

    About GWP

    Affordable, automated digital investing solution with coaching means you have the freedom to make your own decisions backed by professional advice when you need it.

    • Low starting minimum of $5,000*
    • 0.50% annual maintenance fee
    • Automated investing technology with 24/7 online access
    • Daily monitoring and automatic rebalancing and potential tax savings
    • Easy online setup in about 15 minutes

    Get Started Now 

    Check the background of our Financial Advisor on FINRA's BrokerCheck site.
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    * $5,000 total minimum investment across all accounts enrolled in the service with a low quarterly fee for balances below $10,000. Additional fees will apply.

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(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

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