NOTICE: Our San Francisco branch is temporarily closed due to shelter in place guidelines and the occasional impact this has on our ability to staff all of our branches. The following branches are open: Campbell, Cupertino, Dublin, Fremont, Milpitas, Palo Alto, San Jose, Santa Teresa, and Sunnyvale. Branch ATMs remain operational. Click here for branch locations and hours.

  • Guided Wealth Portfolios (GWP)

    Put Your Investments on Cruise Control

    Phone with a sample of GWP

    SPECIAL LIMITED TIME OFFER for those who enroll by December 31, 2020!

    Don’t delay – for a limited time Tech Financial Management will provide a credit to reduce your quarterly account maintenance fees if you open and fund a Guided Wealth Portfolio account by December 31, 2020. Your fees will be reduced from .50% to .35% through 6/30/2021. So, enroll today and maximize your savings on quarterly account maintenance fees.

    PLEASE NOTE: The full .50% fee is charged when the account is open and funded, then a credit of .15% will be added back into the account for the first two quarters.

    Get Started Now 

    How It Works

    Answer a few questions online, and GWP’s sophisticated technology will:

    • Suggest an investment strategy and manage your money accordingly
    • Continue making adjustments as needed to keep your finances on track.
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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 (reduced to only 0.35% if you fund a GWP account by December 31st, 2020!)
    • Access to personalized financial advice from an experienced Financial Advisor
    • 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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    *The full .50% fee is charged when the account is open and funded but a credit of .15% will be added back into the account at the end of each quarter through 6/30/2021.

    ** $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

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(877) 988-0471

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