Guided Wealth Portfolios
Invest for your future with a digital investment platform that combines
the benefits of a personal financial advisor with sophisticated technology.
What is a Guided Wealth Portfolio?
A Guided Wealth Portfolio (GWP), is a digital investing solution.
While other digital investing solutions offer online investment management, most don’t include a direct personal relationship with a financial advisor, unless you have a substantial amount to invest. GWP provides you with a personal advisor dedicated to you and your financial goals.
Already have a GWP? Access Your Account Now!
With GWP, you’re in the driver’s seat. While your investment allocation track will be based on your risk preferences, specific financial goals, and the time frame for those goals, you have the ability to review your account and adjust your goal’s details at any time through your Account View investment portal. You’ll also receive regular updates via email on market conditions and your advisor will review your investment annually, at a minimum, to ensure your account continues to reflect your goal and risk preferences.
How to Start Your Guided Wealth Journey
To get started, click the link to the secure online portal where you’ll start your GWP investment journey.
Answer the questions in the online portal to tailor your portfolio to your specific situation and goals.
Explore your customized proposal and choose how to fund your new Guided Wealth Portfolio.
Sign your digital enrollment documents via eSignature technology, and let Guided Wealth Portfolios do the rest! After your account is complete, you’ll receive an email from our partner LPL Financial to get set up with Account View 2.0, which is where you’ll be able to view your statements and edit your account details, if needed.
How Much Money Do I Need to Get Started?
All you need is $5,000* to get started investing for retirement, a major purchase, or general investing purposes.
Who Do I Contact with Questions?
For tailored guidance, contact Sandia Area Financial Advisor Spencer Orr, call 505-256-6070 or email Spencer.Orr@lpl.com
Meet Your Financial Advisor
Spencer Orr, Financial Advisor
Sandia Area Investment Services
Hello! My name is Spencer Orr and I am the financial advisor for Sandia Area Investment Services. I am a local New Mexican, born and raised. I am extremely passionate about helping others work toward their financial goals while providing honest and trustworthy advice.
My passion derives from having the ability to help our members make decisions that will not only have a positive impact for them and their family, but also for the legacy they will leave behind. Honest, appropriate, and knowledgeable advice is what I strive to provide for each of our members. I look forward to assisting you with your Guided Wealth Portfolio!
*An annual small account fee is applied to accounts with less than $10,000 invested.
IMPORTANT: The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. 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. 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 affiliate of such advisor. LPL investment advisors are registered with 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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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.
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. Sandia Area Federal Credit Union and Sandia Area Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sandia Area Investment Services, and may also be employees of Sandia Area Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Area Federal Credit Union or Sandia Area Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not NCUA Insured or Any Other Government | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Sandia Area Federal 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 www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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