Guided Wealth Portfolios
Leverage algorithm-based investing to pursue returns on your investments.
Take a different approach to investing.
Easy and Convenient
Proprietary software helps you pursue your financial goals.
Chart your course based on age, financial goals, timeline, and risk tolerance.
Advanced asset analysis evaluates tax implications before a trade.
As markets shift daily, your account automatically rebalances as needed.
Your portfolio maintains correct asset allocation with tax-benefit strategies.
Connect directly to a live Tower Wealth Management® Wealth Advisor anytime.
Consider this Investing 2.0. With Guided Wealth Portfolios (GWP), you can tap into the intelligence of a virtual online portfolio manager with personal assistance from the team of Tower Wealth Management® Wealth Advisors. It's an exciting opportunity for new and seasoned investors to manage fees, potentially reduce taxes, and pursue your goals.
If you are 68 or younger and have at least $5,000 ready to invest, you can enroll.
Step 1: Complete an investor profile questionnaire including your age, risk tolerance, current savings, and investment history.
Step 2: Start investing. Electronically aggregate your existing accounts or transfer cash funds. Complete a few short steps to finalize your application and open your GWP account.
Step 3: Receive an onboarding call from your assigned Wealth Advisor so you can ask any questions and ensure all your required documents are on file.