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Guided Wealth Portfolio

Cavener Wealth Management provides access to a financial advisor and an online investment plan delivered through our Guided Wealth Portfolios digital advice platform. Guided Wealth Portfolios is our new digital investment platform designed to help you plan for retirement, save for a major purchase, or simply put your money to work for you by investing in the market. 

  • We use GWP, our digital investment platform, to build a plan to help you pursue your financial goals.
  • Our unique online platform, Guided Wealth Portfolios, combines the benefits of a personal financial advisor with sophisticated technology.
  • We believe in combining technology with our professional advice.
  • You still get the Cavener Wealth Management experience and expertise, but with the added convenience and transparency of a digital investing platform.
  • You get a technology-driven investment platform and the opportunity to build a relationship with an advisor.

We believe in providing our clients actively managed portfolios. Our investment platform, Guided Wealth Portfolios, offers portfolios made up of low-cost ETFs, designed to help you pursue your retirement goals. GWP provides the opportunity for you to access our services and advice at a lower cost.

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Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial, LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model porfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such an advisor. Both LPL and FutureAdvisor are investment advisors registered in the U.S. Securities and Exchange Commission, and LPL is also a member FINRA/SIPC.

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.