Guided Wealth Portfolio

A Personal Touch to Digital Investing

Laptop with investing chartsGuided Wealth Portfolio (GWP) from LPL Financial located at Cyprus Credit Union combines the convenience of an automated investment tool with the personalized touch of a personal financial advisor. This easy to use online tool allows you to set your investment goals and strategies, choose how much you want to invest, then automatically gets you set up with a personal financial advisor that helps you reach these goals. As the market changes, your account will automatically re-balance as needed, providing you with peace of mind that you are achieving your investment goals.

With GWP you’ll enjoy these great benefits:

  • Personalized – You tell us your goals and we help provide the roadmap to get you there. As your life changes, so will your strategy. 
  • Guidance – Unlike many other digital investment solutions, GWP also gives you a personal financial advisor. If you have any questions or need guidance, your personal advisor is just one call away.
  • Monitoring – Your portfolio is monitored daily ensuring you are on track as the market shifts. The platform will also automatically evaluate tax implications prior to performing trades.
  • Convenient – See all your investments in one place. You can manage, view, open new accounts, and make updates 24/7 from wherever life takes you.  The technology makes it fast and easy.
  • Cost-effective – You don’t have to be wealthy to get started. Portfolios can be opened with as little as $5,000.  

How GWP Works:

  • Step 1: Complete your investor profile which includes your age, risk tolerance, current investments, and investment history.
  • Step 2: Start investing! You can fund your account by transferring cash or electronically aggregating existing accounts. You will then be guided through a few short steps to finalize your application and open your GWP account.
  • Step 3: Your Financial Advisor will give you a welcome call to answer any questions you may have and make sure all required documents are on file.
  • Step 4: Achieve your financial goals!

 

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. Cyprus Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services and may also be employees of Cyprus Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Cyprus Credit Union.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union Deposits or ObligationsNot Credit Union Guaranteed May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: UT, ID, NV, CA, MN, AZ, CO

Home Banking

Talk with one of our Financial Services Consultants.

The rail navigation utilizes arrow, enter, escape, and space bar key commands. Left and right arrows expand / close menus in sub levels. Up and Down arrows will navigate through top tier links. Enter and space opens menus and escape closes them as well. Tab will move on to the next part of the site rather than go through menu items.

Image for Planning Long-Term Travel
Planning Long-Term Travel

You’ve made the decision to embark on some long-term travel, but where are you supposed to start the planning process? Here are some tips to help you create your long-term travel plans.

Image for Signs You Need a Financial Professional
Signs You Need a Financial Professional

While you may be able to handle most of your finances on your own, there may be special circumstances where you find yourself in need of some extra help. Here are some financial events where you may need the help of a financial professional.

Image for How To: Estate Planning
How To: Estate Planning

According to a study conducted by Care.com, only 42% of adults have estate planning documents, such as will or living trust. Although this is probably one of the least fun financial tasks out there, it may be one of the most important. Here are some steps to consider when beginning your estate planning.

Links from the Cyprus Credit Union web site to other web sites are provided solely as a convenience to visitors. If you use these links, you will leave the Cyprus Credit Union web site.

The Credit Union does not have any responsibility or control over any of these external web sites, their content or their privacy policies. We do not endorse or make any representations about third-party external web sites, including any information, products, materials or results that may be obtained from using them.

If you decide to access any of the linked third-party web sites, you do so entirely at your own risk. You are encouraged to review the privacy notice for each linked web site.
You are about to send an e-mail message to Cyprus Credit Union or to one of our partner associations.

 Please do not send any personal financial information via Email.

 E-mail transmission cannot be guaranteed to be secure and information
could be intercepted, lost, or contain viruses.