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    Guided Wealth Portfolios

    Invest in your future with our online investment platform that combines the benefits of a person financial advisor with sophisticated technology.


    Invest for your your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.  You still get the ECU Asset Managment experience, but with the added convenience and transparency of an automated investing solution.  Guided Wealth Portfolios (GWP) provide 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, dedicated to you and your goals, helping guide you through the investing process. 

    Our GWP 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 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.  This technology makes the process fast and easy.
    • Advanced wealth management at a lower cost:  We can implement your personal road map 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.

    Whatever your retirement goals, we can help you.

    To get started, choose a financial advisor below:

    Claude Adkins - Get Started

    Joanne Bear - Get Started

    Matthew Crowder - Get Started

    Harry Headrick - Get Started

    William Osborne - Get Started

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