Guided Wealth Portfolios

Whatever your retirement goals, we can help you.

Start investing for your future today

Guided Wealth Portfolios (GWP) provides a digital investment platform that lets you build your future from home while still having the support of a dedicated financial advisor. GWP offers a cost-effective, goal-based solution that is at your fingertips.

Reasons to Consider Guided Wealth Portfolios:

Unique Financial Guidance
Work with a CRCU Retirement & Investment Services financial advisor who helps you build a portfolio that works with your goals, your timeline, and your risk preferences

Affordable Investing Options
Start investing with as little as $5,000.¹ Begin your investment journey without needing a large start-up account balance.

Convenient Account Management

Manage your investment portfolio anytime using GWP’s online account portal. Track performance and make updates on your own time.

Invest with confidence, wherever life takes you.

With Guided Wealth Portfolios, you can invest online whenever it’s convenient for you, while still having access to trusted financial guidance when you need it. It’s the flexibility of digital investing backed by the personalized service you expect from us.

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Access Your Account

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¹ An annual small account fee is applied to accounts with less than $10,000 invested.

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA(Opens in a new Window)/SIPC.(Opens in a new Window)

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.(Opens in a new Window)

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA(Opens in a new Window)/SIPC(Opens in a new Window)). Insurance products are offered through LPL or its licensed affiliates. Community Resource Credit Union and CRCU Retirement and Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CRCU Retirement and Investment Services, and may also be employees of Community Resource Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Resource Credit Union or CRCU Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Community Resource Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit here for more detailed information.