UnitedOne Retirement & Investment Services
Guided Wealth Portfolios
Guided Wealth Portfolios (GWP) is a digital, low-minimum ($5,000*) exchange-traded funds (ETF) investment platform that combines intuitive technology with the benefits of a personal financial advisor.
In other words, you still get the UnitedOne Retirement & Investment Services (RIS) experience and expertise, with the added convenience and transparency of an automated investing solution.
*An annual small account fee is applied to accounts with less than $10,000 invested.
Invest your way
The GWP platform can help you work towards your specific financial, investment, and retirement goals, including:
- Major purchases - like a car or home
- Planning for retirement - it's never too early (or too late)!
- Investment planning - beginner, intermediate, or advanced
Create and implement your personal planning road map with GWP - step-by-step in minutes. Receive investment allocations designed for your individual savings goals, using trading techniques that may increase diversification and may help reduce taxes.
See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your 24/7 personal portal. The best part - if you ever have any questions, our team of financial advisors is only a call or click away.
Happy to help
As life changes, so do your financial goals - our team of experienced financial professionals work with you to help you make sound financial decisions consistent with your current risk tolerance, investment time frame, and goals.
Questions about GWP or other services?
Reach out at (920) 652-2570 or Invest@unitedone.org - we're happy to help!
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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 affiliates of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
*An annual small account fee is applied to accounts with less than $10,000 invested.
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.
An investment in exchange-traded funds (ETFs), structured as a mutual fund or unit investment trust, involves the risk of losing money. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
*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. UnitedOne Credit Union & UnitedOne Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UnitedOne Retirement & Investment Services, and may also be employees of UnitedOne Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UnitedOne Credit Union or UnitedOne Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
CHARTERED RETIREMENT PLANNING COUNSELOR™ and CRPC® are registered service marks of the College for Financial Planning®. The CFP® certification marks are not affiliated with LPL Financial.
UnitedOne Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.