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Guided Wealth Portfolios
Invest in your future with our online investment platform.
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 Management 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:
Harry Headrick
Matthew Crowder, CFP®
Angela Davis
Joanne Bear, CRC®
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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 (ECU) and ECU Asset Management (ECUAM) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ECUAM and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ECU or ECUAM. 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 |
Your 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives 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.