541-757-7701 [email protected]

Guided Wealth Portfolios

Enjoy online investing, personalized for you.

Digital investing through Guided Wealth Portfolios

Guided Wealth Portfolios (GWP) with OceanPoint Investment Solutions allow you to invest online with a low starting minimum and low-cost exchange-traded funds (ETFs) while working with a personal financial advisor. While other, similar solutions, called “robo advisors,” often require a large investment before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.*

What do you get with GWP?

  • A diversified portfolio that’s built around your goals, whether you’re planning for retirement, a purchase, or general investing
  • Support from a personal financial advisor, proven diversification techniques, sophisticated algorithms, and trading techniques that can help reduce taxes
  • Daily monitoring that keeps your portfolio on track as markets move, rebalancing as needed
  • Access to an online dashboard with updates on how your account is doing
  • Option to transfer an existing investment account or fund your account with cash

Get your personalized proposal to see if a GWP is right for you

  1. Provide an email address and choose a password so your information is protected
  2. Answer a few simple questions to tell us a little bit about you, so we can determine what your portfolio should be
  3. Answer some questions about how you feel about taking on risk when investing, so we can determine your investment preferences
  4. Get a personalized portfolio that outlines our recommended investment strategy and how much you could potentially earn through Guided Wealth Portfolios