vantage west wealth management
Investing Made Easy
Guided Wealth Portfolios provide guidance along with DIY technology
Our digital investment platform lets you build your future from the comfort of your own home. With Guided Wealth Portfolios®(GWP), all the benefits of a personal wealth manager are at your fingertips.
And the best part? It only takes 15 minutes to Get Started.
The benefits are numerous, but to name a few:
- Low starting minimum of $5,000 1
- 1.35% annual advisory fees2
- 24/7 online account access
- Goal-based investing lets you monitor portfolio performance, make updates, and add new goals over time
Your money. Your goals.
All in the palm of your hand,
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Retirement
Major Purchase
Set your course for thriving. A first house, a new car, a boat, or another big-ticket item–whatever your next investment goal is, GWP® can help.
Wealth Development
Whether you dream of starting your own business, renovating your home, or crossing ‘dream vacation’ off your bucket list, your journey starts here.
Why Choose Guided Wealth Portfolios®?
Reason 1
Intelligent Technology
GWP® uses algorithm-enhanced software to generate dynamic investment advice based on your risk tolerance, time horizon, and goals.
Reason 2
Convenient Account Management
Manage your investments anytime, anywhere, with GWP’s® online account portal.
Reason 3
Affordable Investing
Account opening starts with a minimum balance of $5,000
Personalized Portfolio
Receive a free, personalized portfolio recommendation and investment strategy. Just complete the questionnaire.*
Disclosures
1An annual small account fee is applied to accounts with less than $10,000 invested.
2 See Guided Wealth Portfolios® (GWP) Fees for details.
*With your free proposal, you will have access to sample recommendations at no charge to you. If you decide to open a GWP investment management account, you will be charged a quarterly account fee, as well as certain additional costs such as underlying investment fees and expenses and other miscellaneous fees. If you decide to implement sample recommendations in the proposal with another firm, you may be charged fees, commissions, or expenses by that firm, as well as underlying investment fees and expenses.
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.
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. Vantage West Credit Union and Vantage West Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Vantage West Wealth Management, and may also be employees of Vantage West Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Vantage West Credit Union or Vantage West Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.
CA Insurance License Information
Eric DuBose | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4021315
Luis Sotelo | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4381899
Katrina Bargas | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4169515