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Client Centered

Guided Wealth Portfolio

GWP is a sensible investment platform to consider, whether you’re just getting started or have been saving for a while. GWP uses a proprietary system to develop a personalized investing plan that will help you pursue your long-term financial goals. You’ll enjoy the ease and convenience of online account opening and management with access to a Hanscom Investment Services Financial Consultant who is available to answer your investment questions and help guide you toward financial success.

You don't have to be wealthy to get started
and your personal investing proposal is free!

Guided Wealth Portfolios: A Smart Way to invest Your Money.

Guided Wealth Portfolios: A Smart Way to invest Your Money.

Why GWP May Be Right For You:

  • Low minimums (just $5,000 to start)
  • Automatic account diversification and rebalancing
  • Tailored to your age, risk tolerance and portfolio size
  • Easy access to professional advice on your investments
  • The convenience of automated investing tools
  • Wealth management at an affordable cost

Intelligent Investing

If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.

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Our Process

Personalized Roadmap

Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.

Our History

Holistic Advice

By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.

Our Values

Tax-Efficient Investing

Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner and evaluate the tax impact of each trade before it goes through.

Our Process

Consistent Ongoing Monitoring

Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

Our History

Tax-Loss Harvesting

If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.

Frequently Asked Q’s

  • Will I incur trading commissions, especially during rebalancing?

    You won’t be charged trading commissions within your Guided Wealth Portfolios accounts.

  • What is the cost of the Guided Wealth Portfolio investment management fees?

    Total management fees = 0.95%. These fees are charged based on your assets under management. Certain other fees may apply pursuant to the terms of your Account Agreement, including but not limited to, underlying fund expense ratios. The fund expense ratios are very low, averaging about 0.07%.

  • How do I deposit money into my account? Can I set up direct deposit? Can I transfer assets from my other brokerage accounts?

    When you create your account, you will have the opportunity to set up a one-time or recurring transfer from your bank account. At this time, we cannot accept direct deposit from your paycheck.


    You can transfer assets from other brokerage accounts of the same type (e.g., IRA, joint account, etc.).

  • Will I have a financial advisor?

    While the Guided Wealth Portfolios Program is designed to provide you with all the tools you need to manage your investments, you will have access to a Hanscom Investment Services Financial Consultant who can assist you with any questions or issues.

  • How soon can I open a GWP?

    After receiving your personalized proposal, you’re able to open the account immediately.

    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.

Do You Have <br/>Other Investment <br/>Questions?

Do You Have
Other Investment
Questions?

Schedule a free appointment with one of our Investment Representatives and we’ll help you choose the appropriate account for your needs.