NOTICE: The San Francisco branch is temporarily closed due to the shelter in place guidelines. The following branches are open: Campbell, Cupertino, Dublin, Fremont, Milpitas, Palo Alto, San Jose, Santa Teresa and Sunnyvale. Our branch ATMs remain operational, with the exception that we may need to temporarily restrict access to select ATMs due to local conditions. Click here for branch locations and hours.

  • Guided Wealth Portfolios (GWP)

    Start Investing in Your Future Today.


    Special Limited Time Offer!

    Don’t delay - for a limited time Tech Financial Management will provide a credit+ to reduce your quarterly account maintenance fees. Simply open and fund a Guided Wealth Portfolio account by September 30th, 2020 and your fees will be reduced from .50% to .35% through 3/31/2021. Enroll today and maximize your savings on quarterly account maintenance fees.


    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 September 30th, 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

    *Balances below $10,000 are subject to low quarterly account maintenance fee.

    Powering Your Future Video

    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.
    Get Started Now 

    **Check the background of our Financial Advisor on FINRA's BrokerCheck site.
    BrokerCheck logo

    General Eligibility

    $5,000 total minimum investment across all accounts enrolled in the service with a low quarterly fee for balances below $10,000.

Give us a call

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

View Our Contact Info
Visit Us In Person

Visit Us in Person

We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
Get Directions
More Information

Want More Info?

Interested in learning more about all we have to offer? Receive personal finance tips along with emails focused on key topics. You can even sign up for our monthly newsletter.
Request More Information