Guided Wealth Portfolios

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:

Joanne Bear - Get Started

Matthew Crowder - Get Started

Harry Headrick - Get Started

Angela Davis - Get Started

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL).  GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL.  FutureAdvisor and LPL are nonaffiliated entities.  If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor.  Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a member  FINRA / SIPC.

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.

Eastman 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered  investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Eastman Credit Union and Eastman Credit Union Asset Management (ECUAM) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using ECUAM, and may also be employees of Eastman Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Eastman Credit Union or ECUAM. 

Securities and insurance offered through LPL or its affiliates are:

These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Eastman Credit Union or ECU Asset Management. The ECU Asset Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents located in the states in which they are registered.