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)
Why choose Guided Wealth Portfolios?
- Lower fees than traditional advising services
- Automatic account diversification and rebalancing
- Tailored to your age, risk tolerance and portfolio size
- Look for ways to reduce taxes
- Low minimums (just $5,000 to start)*
- Appropriate for investors age 60 or younger
- 24/7 online access to your account
Schedule a complimentary consultation with a wealth advisor, Michael White, to determine which investment strategy is appropriate for your current situation.
*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.
Additional Products and Services
Enjoy A Better Tomorrow.
We seek to help each credit union member be better prepared financially, for a better tomorrow. Whether you’re saving for your child’s college or planning for retirement, we offer access to a full suite of products and services can help you get there. Let a LPL Financial Advisor sift through the many options available to create a personalized 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 and advisory services offered through LPL Financial, a registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL or its licensed licensed affiliates. AMOCO FCU and AMOCO Investment & Retirement Services are not registered as a broker dealer or investment advisor.Registered representatives of LPL offer products and services using AMOCO Investment & Retirement Services, and may also be employees of AMOCO FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, AMOCO FCU or AMOCO Investment & Retirement 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 ValueThe LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Texas; Louisiana.
