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Guided Wealth Portfolios
Invest your way
Open investment accounts online or with an advisor.
Start investing
Westmark Wealth Management offers digital investing solutions with online investment management, along with a dedicated relationship with a financial advisor that can help you work toward your financial goals. With Guided Wealth Portfolios, whether you're just getting started or you've been investing for years, you'll have a personal advisor dedicated to you and your goals, every step of the way.
You have the freedom to invest your way, anytime, anywhere. Getting started takes just $5,000*. Whatever your investment goals may be, we're here to help, and Jayme is available whenever you have a question about your account or investment strategy.
Jayme O’Rullian
VP of Westmark Wealth Management Administration
Personalized investment management
Guided Wealth Portfolios gives you investment management built around your financial goals. You'll receive diversified allocations tailored to you and your savings goals, along with trading techniques designed to increase diversification and help reduce taxes. When you invest with us, you'll enjoy:
Intuitive technology
View your portfolio, open new accounts, and make updates anytime on a platform designed with you in mind.
Professional guidance
Unlike many digital-only solutions, Guided Wealth Portfolios is fully supported by a personal financial advisor that's just a quick call away.
Personalized roadmap
Get an allocation based on your goals, time horizon, and risk preferences that's monitored daily and rebalanced as needed.
Cost-effective start
Open your account with as little as $5,000, and enjoy low management costs, tax-efficient investing, and tax-loss harvesting.
Frequently asked questions
Ready to start your planning journey?
Our advisors are available for complimentary, no-obligation consultations. Whether you have questions about retirement, investments, insurance, or estate planning, we’re here to help Westmark Credit Union members take the next step.
Call 208-535-1100, email parrya@westmarkis.com, or schedule online with one of our advisors.
Check the background of these investment professionals on FINRA’s BrokerCheck.
Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are 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.
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. Westmark Credit Union and Westmark Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Westmark Wealth Management, and may also be employees of Westmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westmark Credit Union or Westmark Wealth Management. 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 |
Westmark 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.
The LPL Financial registered representative(s) 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.