Online Investing

Technology + Advisor

Guided Wealth Portfolios 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 Guided Wealth Portfolios, you get a personal advisor, dedicated to you and your goals, helping to guide you through the investing process.

Saving and investing for retirement can be hard.

It takes discipline, commitment and planning. And the right investment partner can make all the difference. Whether you work for a large corporation, a small business or you work for yourself, Guided Wealth Portfolios access through IRA Lehigh Valley can help you work towards your retirement goals. Our simple, straightforward planning tools can show you how to plan for retirement. And our low-cost, customized investment portfolios provide professionally managed funds that use proprietary algorithms to help minimize risk and maximize tax efficiency.

Get a personalized plan

After entering your information and connecting your existing investment accounts, we’ll provide you with a financial roadmap tailored for your specific situation, years to retirement and appetite for risk.

Start investing smarter

Let us implement your roadmap. Your account will be managed by your advisor, who will use our sophisticated investing process designed to help you pursue your financial goals.

Get back to your life

Your portfolio is monitored daily and periodically rebalanced. Enjoy the convenience of personalized planning.