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 Tech CU’s privacy and security policies do not apply to the site you are about to visit. You should review the other site’s privacy and security policies.
Tech CU is not responsible for, and does not provide, the products, services and content on the third party site.
About GWP
- Low starting minimum of $5,000**
- It’s flexible: GWP can be set up as a regular account or as an Individual Retirement Account (IRA).
- 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
- Tech CU will credit quarterly fees charged on balances under $10k for the first year.**
- 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.
- 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!
- Offer ends April 16, 2021.
How It Works
- 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.
- Portfolio Management – GWP will monitor and adjust your investments as needed, automatically.
- Need guidance along the way? – Your Financial Advisor, Nora Yeh, can help:
EMAIL: nyeh@techcu.com or CALL: (408) 487-7502
Get Started Now Tech CU’s privacy and security policies do not apply to the site you are about to visit. You should review the other site’s privacy and security policies.
Tech CU is not responsible for, and does not provide, the products, services and content on the third party site.
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*Regardless of whether you seek investment guidance or not, Tech Financial Management is required to periodically monitor all Guided Wealth Portfolio investment accounts to ensure ongoing suitability based on your investment profile and stated investment goals.
**A quarterly account fee of $5 is applied to accounts with less than $10k invested. Tech CU will credit these fees for the first year.
***Tech CU employees are not eligible for this offer.
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.
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.
An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (Member FINRAOpens a new window/SIPCOpens a new window). Insurance products are offered through LPL or its licensed affiliates. Technology Credit Union (Tech CU) and Tech Financial Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Financial Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Financial Management.
Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.