Invest In Your Future
Start investing online in minutes. Guided Wealth Portfolios is a digital investing solution that combines the benefits of a dedicated financial adviser with sophisticated technology.
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Guided Wealth Portfolios (GWP)
Start Investing In Your Future Today.
Invest for your future using online technology that provides you personalized, objective investment advice, and guidance from our financial advisor who will guide you through the investing process. Additionally, GWP offers 24-7 access to your accounts and is designed to help you manage your portfolio and help you pursue your financial objectives. Get started today with a low minimum investment of $5000.
- Personalized plan, service and advice
- Intuitive, intelligent technology
- Advanced wealth management at a lower cost
- Tax-efficient investing
- Consistent monitoring
Additional Products and Services
Enjoy A Better Tomorrow.
We seek to help each member be better prepared financially, for a better tomorrow. Whether you’re saving for your child’s college or planning for retirement, our full suite of products and services can help you get there. Let our LPL Financial Advisor sift through the many options available to create a unique investment strategy just for you.
- Retirement income and financial planning strategies
- Portfolio review and 401(K) advising
- Mutual funds, stocks, bonds, and professionally managed accounts
- Tax-efficient and tax-managed investments
- College savings
- Insurance needs analysis
- Estate planning
Michael White, Program Manager
LPL Financial Advisor
AMOCO Investment & Retirement Services
409.941.8696
Michael.d.white@lpl.com
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured AMOCO FCU deposits and are not NCUA insured. These products are not obligations of the AMOCO FCU and are not endorsed, recommended or guaranteed by AMOCO FCU or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Texas; Louisiana.
