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    Guided Wealth Portfolios (GWP)

    Simple | Personalized | Automated

    Invest in Your Future!

    Tech Financial Management is pleased to offer Guided Wealth Management, a digital investing solution platform 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 

    About GWP

    1. Low starting minimum of $5,000**
    2. It’s flexible: GWP can be set up as a regular account or as an Individual Retirement Account (IRA).
    3. Invest using GWP and have your Traditional or SEP IRA grow tax-deferred, or have your Roth IRA grow tax-free, for your retirement!

    Special Offer for Tech CU Members

    1. Tech CU will credit quarterly fees charged on balances under $10k for the first year.**
    2. Be among the first 25 members to schedule and meet for a free, no obligation consultation with your financial advisor, Nora Yeh, and receive a $100.00 gift certificate*** for award-winning Revel Wine.
    3. To get started, click the “Get Started Now” button, answer a few questions about your goals, and receive a personalized proposal. Then, make your appointment with Nora!
    4. Offer ends April 16, 2021.

    How It Works

    1. Invest Easily – Set up an account for retirement, an important purchase, or general investing. 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: or CALL: (408) 487-7502

    Get Started Now 
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(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

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