Make progress on your financial goals.
A service of BCU Wealth Advisors, LLC
A personalized investment experienced powered by technology. Pair our experience and personal service with advanced technology to pursue your investment goals. Guided Wealth Portfolios (GWP) allows you to:
Identify your important goals. Understand your comfort with market fluctuations.
Identify your important goals. Understand
your comfort with market fluctuations.
Let our experienced advisors and advanced technology
assist you on the road to financial freedom.
Easily enroll online
Answer a few brief questions to generate potential investment models that you can use to create and set up your account. The Guided Wealth Portfolios platform will actively manage your account, making your money work for you while allowing you to focus on the things you enjoy.
Get started today for a convenient, accessible way to build a diversified portfolio.