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Guided Wealth Portfolios
Start Investing for Your Future Today

 

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Asheville Savings Investment Services experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.


While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With GWP, we’ll be your personal advisor team, dedicated to you and your goals, helping to guide you through the investing process. Our Guided Wealth Portfolios service offers:

  • Personalized planning, service, and advice: The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, your advisor is only a phone call away.
  • Intuitive, intelligent technology: See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.
  • Advanced wealth management at a lower cost: We can implement your personal roadmap using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.

Watch our video to help decide if a traditional advisor relationship or our Guided Wealth Portfolio solution will work best for you.



Whatever your retirement goals, we can help you.

 

 

Intelligent Investing

Guided Wealth Portfolios offers investment management that seeks to protect your portfolio against volatility and help you pursue your financial objectives. By investing with us, you receive:

 

To start investing for your future today, click the button below:

 

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.


Asheville Savings Investment Services provides investment services through LPL Financial (1)(2), one of the leading financial service companies and the largest independent broker/dealer in the nation.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck or click here to access the Investments Login page.

 

(1) As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

(2) Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Asheville Savings Bank and Asheville Savings Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

 

For more information about working with an LPL Financial Consultant, visit the LPL Financial website.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

Joanne Bear - Georgia, Michigan and North Carolina

Scott Foster – Colorado, Florida, Georgia, Iowa, Minnesota, Missouri, North Carolina, South Carolina and Wisconsin

Gloria Patterson - North Carolina


 

 

 

 

For general inquiries contact us at:
800 222 3230 | customerservice@ashevillesavingsbank.com | PO Box 652, Asheville, NC 28802

Copyright 2017. First Bank is doing business as Asheville Savings Bank until March 16, 2018.