Investing with Glidepaths

With Guided Wealth Portfolios (GWP), we help you work toward your financial goals through a diversified portfolio that matches both your investment timeline and your risk preferences. You receive a portfolio “glidepath” that gives you a starting allocation for today followed by updated allocations each year as you get closer to retirement.

This is combined with daily account monitoring that auto-rebalances your account when necessary and identifies tax-saving opportunities to not only keep your portfolio in line with your goals, but potentially improve it for greater diversification and future growth.

With GWP, you don't have to worry about managing or rebalancing your portfolio, because we handle that for you. You get insight into what's happening in your portfolio through your online portal, and if you ever have any questions about your investment strategy, we're just a phone call away.


To help ensure your portfolio works well for your investment timeline and preferences, GWP gives you a portfolio glidepath. Rather than one static allocation that would essentially remain the same while you're invested with us, the glidepath slowly changes your allocation over time. This means you'll receive a starting allocation based on your years to retirement and your risk preferences, as well as an allocation path that will update your investment mix each year until you reach retirement. 

This path makes your portfolio more conservative as you approach your investment goal—in this case, retirement. Why a Glidepath? A glidepath allows your portfolio allocation to adapt as you approach retirement. Without a glidepath, your portfolio might remain too aggressive for your investment time frame. If you have a long time until retirement, for example, it makes sense to have a more aggressive portfolio, because you can potentially earn higher returns over time through rising markets, and you have time to rebound from any market fluctuations. But as you approach retirement, you have less time to recover from potential market dips, so you need a more conservative portfolio.

Please call us if you have any questions!  423-307-5330

There is no guarantee that the GWP glidepaths will provide adequate income at and through your retirement.

There's no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification doesn't protect against market risk.