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Guided Wealth Portfolios (GWP)

Guided Wealth Portfolios

Digital investing with a personal touch

Take control of your financial future.

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WHAT IS GUIDED WEALTH PORTFOLIOS?

Guided Wealth Portfolios (GWP) is a digital investment platform that combines intuitive technology with personalized guidance from a dedicated financial advisor. Unlike other online investment tools that typically require a large investment, Guided Wealth Portfolios gives you access for just a $5,000 initial investment.*

INVEST YOUR WAY

Personalized Roadmap

You’ll receive an investment allocation and roadmap based on your goals, investing time horizon and risk preferences.

Dynamic Asset Allocation

Adjustments to asset allocations to align with current market conditions.

Holistic Advice

Get guidance on planning your retirement objectives and investments in ways that help you address your financial goals.

MEET YOUR ADVISOR, COLE

Cole Backenstose joined Members 1st in 2021, transitioning to lead the Guided Wealth Portfolio Program in 2023. A Shippensburg University finance graduate, Cole holds FINRA Series 7 & 66 held through LPL Financial. He's committed to helping members pursue their savings and retirement goals through financial literacy and strategic investment guidance.

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COLE BACKENSTOSE

Cole Backenstose
Wealth Advisor
(717) 998-1670
cbackenstose@m1invest.com

LPL Disclosures:
Guided Wealth Portfolio (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.

*An annual small account fee is applied to accounts with less than $10,000 invested.