Self-Guided Investing

Online Investing, Personalized for You

Guided Wealth Portfolios (GWP) is our digital investment platform designed to help you plan for retirement, save for a major purchase, or simply put your money to work for you by investing in the market. GWP combines the benefits of a personal financial advisor with sophisticated technology.

Simply complete a brief questionnaire to receive your complimentary personalized portfolio recommendation. If you like your Guided Wealth Portfolios proposal and would like to put your plan in action, you can open an account immediately by transferring funds from an existing investment account or fund your account with cash.

Guided Wealth Portfolios Client Experience

This video will walk you through the experience you can expect when you choose GWP to help you plan for your retirement, a major purchase or investing.

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Investing with GWP

Investing with GWP

• Automated investing with the convenience of 24/7 online access.
• Personalized advice based on your risk tolerance, time horizon, and goals.
• Daily monitoring and automatic rebalancing.
• Access to personalized financial advice.
• Low starting minimum of $5,000.

Guided Wealth Portfolios Flyer

Get Started Today

If you're looking for investment strategies aligned to your goals, professional portfolio management, guidance through the goal setting process, and personalized service available at EECU Investment & Retirement Services, click here to get started.

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are 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.

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Contact

Office: (817) 532-5454

1905 Forest Ridge Drive

Bedford , TX 76201

scott.stentz@worthwm.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Worth Credit Union and Worth Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Worth Wealth Management and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Worth Credit Union or Worth Wealth Management. Securities and insurance offered through LPL or its affiliates are:

^{NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY}	^{NOT BANK GUARANTEED}	^{NOT BANK DEPOSITS OR OBLIGATIONS}	^{MAY LOSE VALUE}

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.