Guided Wealth Portfolio

What is a GWP?

Guided Wealth Portfolios (GWP) uses the intelligence of an online portfolio manager combined with personal assistance and support from a professional financial advisor.

How would I benefit from a GWP?

You don’t have to be wealthy to get started! Your personal investing plan is free – just provide some information about yourself to see what Guided Wealth Advising with GWP recommends. If you are 60 or younger and have at least $5000 ready to invest, you can choose to enroll in GWP. We’ll implement your personal investment plan for less than you’d pay for traditional advisory services with us.

 

Is this a smart investment option?

Guided Wealth Portfolio (GWP) is a sensible investment platform to consider, whether you’re just getting started or have been saving for a while. Our GWP tool uses proprietary software 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 phone support from our LPL Financial Advisors who are available to answer your investment questions.

 

Why Choose Guided Wealth Portfolios?

  • Lower fees than traditional advising services with us
  • Automatic account diversification and rebalancing
  • Tailored to your age, risk tolerance and portfolio size
  • Looks for ways to reduce taxes
  • Low minimums
  • Appropriate for investors age 60 or younger
  • 24/7 online access to your account

 

Ready to take your first step towards investing?

Click on your closest branch location below to get started today.

Click on the link below the branch location nearest your location to get started today.


Butler County
Clermont County Clinton County Fayette County Franklin County Hamilton County
Goshen Wilmington Washington Ct. House Worthington
Montgomery County
Preble County Ross County Warren County



 

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. LCNB National Bank and LCNB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LCNB Investment Services, and may also be employees of LCNB National Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LCNB National Bank or LCNB Investment Services.  Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, IA, IN, IL, KY, LA, MD, NC, NJ, OH, SC, TX, VA & WV.

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