Pacific StandardPacific StandardHamburg Mon - Fri 7:00am-5:00pm +1-503-488-2025 Mon - Fri 7:00am-5:00pm +1-503-488-2025

Digital investing with a human touch

Our technology helps align a low-cost investment portfolio with your long-term goals and objectives, and when you need the advice of an experienced Financial Advisor, we’re only a phone call away.

Our unique online robo-advisor platform lets you invest in your future by bringing together advanced technology with personal attention from an experienced personal financial advisor. You’ll receive advice from Steinberg Investment Group, a firm with more than 70 years of combined investment expertise, together with an automated investment solution.

Our Guided Wealth Portfolios (GWP) come with a wide range of benefits, such as quality investment advice adapted to your needs that is delivered through an online robo-advisor platform, as well as around the clock access to your investment accounts.

Even though there are plenty of other robo-advisor platforms out there that let you manage your investments online, the majority don’t include access to a dedicated financial advisor that can provide you with professional help and guidance whenever you need it. 

When you use GWP, we’ll offer you the personal investment advice that you need, adapted to your unique needs and objectives, so that you get the guidance that you require while investing. Here is what’s included in our Guided Wealth Portfolios service: 

Smart Investment Technology

  • Smart Investment Technology – You’ll get access to a personal investment portal that makes investing simple and convenient. You can use it to see all of your GWP accounts, view your portfolios, make changes and adjustments, as well as open new accounts.

High-Quality Wealth Management Services Without the High Costs

  • High-Quality Wealth Management Services Without the High Costs – We’ll be glad to come up with a personalized investment roadmap that takes into account your investment objectives and uses investment strategies that have consistently proven to be successful for many other clients. The advice you receive is made to help you reach your savings goals faster than you would have thought possible. We can also show you trading techniques that may help you diversify your portfolio and potentially reduce your taxes.

Completely Personalized Advice and Service

  • Completely Personalized Advice and Service – We understand that different individuals will have different requirements and goals when it comes to investing. This is why we provide personalized investment planning and advice services that are adapted to where you currently are in life and that will evolve over time. If you have any kind of questions about your investments or require specific investment advice, you can quickly get in touch with your dedicated investment advisor by phone.

No matter what your retirement savings goals are, our GWP service is there to help you. We regularly serve many investors that are extremely satisfied with what our robo advisor services offer them. 

Smarter Investing 

When you choose our Guided Wealth Portfolios, you’ll get professional investment management that is designed to bring you closer to your financial objectives faster, all while reducing risks associated with volatility. When you invest with us, you’ll get: 

Constant Portfolio Monitoring

  • Constant Portfolio Monitoring – We monitor your portfolio on a daily basis, so that it can be rebalanced as needed.

Sound Financial Advice Whenever You Need It

  • Sound Financial Advice Whenever You Need It – Our team of experts will be happy to help you, whether you just have a simple question about your account or need an entire customized investment strategy created for you. If you need help, you can reach Brent or Lance Steinberg by phone or meet them at our offices in downtown Portland. Our service combines a smart and technologically-advanced robo advisor platform, together with access to local investment professionals.

Personalized Investment Roadmap

  • Personalized Investment Roadmap – When you get started with us, you’ll receive a personalized investment roadmap that takes into account your goals, risk preferences and investing time horizon. Later on, when you get closer to your retirement, your investment allocations will be adjusted to ensure that you’ll be able to meet your objectives.

Tax-Efficient Investing

  • Tax-Efficient Investing – We’ll carefully analyze the assets in your portfolio and allocate them in the most tax-efficient manner possible. Every time we make a trade, we take into account its tax impacts so that you’ll be able to minimize the amount of tax payable on your investments.

Complete Investment Advice

  • Complete Investment Advice – We want to get you closer to your retirement goals. This is why we perform a thorough analysis of your investments and goals at the start. We’ll give you the holistic advice that you need to make the best investment choices based on your current situation and investment goals. Remember that our advisors are just one phone call away, so you can always count on us to be there if you need help.

Tax-Loss Harvesting

  • Tax-Loss Harvesting – Should one of your investments experience a loss, we can sell it so that the taxable gains of other investments in your portfolio are offset. If an investment is sold, it will be replaced by a similar one. This allows you to get maximum tax benefits, all while keeping a portfolio that is properly diversified at all times.

Get Started Today

To get your dynamic proposal and start investing for your future today:

Get More Information

Please fill out the form and press the submit button.
We will get back to you with 1-2 business days.

Business Hours:

7:00 a.m. to 5:00 p.m.

We are accepting 24/7 service in our site. Contact Us Now!

robo advisor Portland

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.