Gorham Financial Group

Guided Wealth Portfolios

Woman managing money on her mobile device

Guided Wealth Portfolios combine the benefits of a personal financial advisor with digital investment technology. Whether you’re planning for retirement, saving for a major purchase, or just looking to invest in the market, you can answer just a few questions and receive a personalized proposal. When you’re ready to invest, the technology makes it easy, plus you get the experience of Gorham Financial Group’s financial consultants.

  • Customized investment plan
  • Dedicated financial advisor
  • Investment portal with 24/7 access
  • Low management fees

The GFG team offers access to financial planning and investment advice through LPL Financial, a registered investment advisor.   Brocker Check by FINRA logo

Get StartedAlready Have An Account? Log In Here.
Woman managing money on her mobile device
Person pointing at iPad while other person sits with hands clasped

Do It Yourself Investing

With Advice When You Need It

Person pointing at iPad while other person sits with hands clasped

With Guided  Wealth Portfolios you get the convenience of automated investing with personal attention from the experienced financial consultants of Gorham Financial Group, who are just a phone call away. They’ll work with you to help you pursue your financial goals.

Learn More

MEET WITH JIM GOODBODY,
LPL Financial Registered Representative

Complete this short form to meet with Jim and learn more about Guided Wealth Portfolios.
  • This field is for validation purposes and should be left unchanged.

Jim-Goodbody-LPL
Guided Wealth Portfolios Terms and Conditions
  • Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors 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. References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
  • Important Consumer Information:
  • Securities and advisory services are offered through LPL Financial (LPL), a registered advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Gorham Savings Bank and Gorham Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Gorham Financial Group, and may also be employees of Gorham Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Gorham Savings bank or Gorham Financial Group. Securities and insurance offered through LPL or its affiliates are:
  • *Not Insured by FDIC or Any Other Government Agency | Not Gorham Savings Bank Guaranteed | Not Gorham Savings Bank Deposits or Obligation | May Lose Value