Gesa Credit Union - Guided Wealth Portfolioss

The New Managed Platform

With access to cutting-edge technology combined with convenience and transparency of a 24/7 solutions, the Guided Wealth Portfolios model is now available through LPL Financial.

Guided Wealth Portfolios offers investment management designed to help you pursue your financial objectives with access to a dynamic dashboard that can help you monitor your own progress towards financial goals.

Guided Wealth Portfolios are available to investors age 62 and younger with at least $5,000* to invest.

Open an account with a lower account minimum than traditionally available.
Ability to make easy one-time and monthly contributions without having to walk into a branch or talk to an Advisor.
A portfolio that is monitored daily as markets move and rebalanced as needed.
The convenience of an online tool.
When you need an Advisor, one is available.

Open an account with as little as $5,000 and add as much, or as little, as you want over time.

Get Started Today!

Learn about the account opening process

Ready to open an account?

*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.

What are you saving for?

Watch this short video to see how we can help you work towards your financial goals.

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Gesa Investment Services 509.378.3380

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. Gesa Credit Union and Gesa Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Gesa Investment Services and may also be employees of Gesa Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Gesa Credit Union or Gesa Investment 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 of Obligations

May Lose Value

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.

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.