Self-Guided Investing

Online Investing, Personalized For You

Guided Wealth Portfolio (GWP) is our 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. GWP combines the benefits of a personal financial advisor with sophisticated technology.

Simply complete a brief questionnaire to receive your complimentary personalized portfolio recommendation. If you like your Guided Wealth Portfolio proposal and would like to put your plan into action, you can open an account immediately by transferring funds from an existing investment account or fund your account with cash.

Investing with GWP

Investing with GWP

Automate investing with the convenience of 24/7 online access.
Personalized advice based on your risk tolerance, time horizon, and goals.
Daily monitoring and automatic rebalancing.
Access to personalized financial advice.
Low starting minimum of $5,000.

Guided Wealth Portfolio Flyer

Get Started Today

If you're looking for investment strategies aligned to your goals, professional portfolio management, guidance through the goal setting process, and personalized service available at UMassFive Wealth Management, click below to begin.

Get Started with Aimee

Get Started with Aimee

Take the first step today!

Click below to schedule a quick 15-minute discovery call with Aimee. She’ll learn more about your goals, assess your needs, and provide personalized recommendations for your next steps.

Schedule Now

Get Started with Sam

Get Started with Sam

Ready to move forward?

Click below to schedule a brief 15-minute discovery call with Sam. Together, you'll discuss your needs, explore potential opportunities, and identify the best path forward.

Schedule Now

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Contact

Office: 800-852-5886

PO Box 1060

Hadley, MA 01035-1060

wealthmanagement@umassfive-lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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. UMassFive College Federal Credit Union and UMassFive Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UMassFive Wealth Management and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of UMassFive College Federal Credit Union or UMassFive Wealth Management. Securities and insurance offered through LPL or its affiliates are:

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