Broker Check

6536 East Hillsborough Avenue, STIS09, Tampa, FL 33610

(866) 300-9382
Invest@SuncoastCreditUnion.com
Account Access

Guided Wealth Portfolios:
Digital Investing Made Easy


At Suncoast Investment Services, we believe in combining technology with our professional guidance. In addition to our advisor-led financial planning and investment relationships, we are now offering a new digital investing platform delivered through Guided Wealth Portfolios.

What is Guided Wealth Portfolios?

Guided Wealth Portfolios (GWP) is a cutting edge digital investing program that combines personalized guidance with advanced technology. GWP offers personalized and proactive portfolio management designed to help you pursue your financial objectives. With advanced account management tools and the support of a personal financial professional, you can monitor and adjust your investments anytime, anywhere. 

Is it Right for You?

  • Low starting minimum of $5,000
  • 0.85% annual advisory fees
  • Digital investing technology with 24/7 online access
  • Easy online setup in about 15 minutes
  • Access to personalized guidance from a Suncoast Investment Services financial professional 

Your Vision, Our Experience

Experience the perfect blend of personalized financial advice and advanced technology with our online platform. Unlike other digital investment solutions, we offer direct access to a financial professional, ensuring your investments are managed with a personal touch. 

A Goals Based Approach to Investing

Guided Wealth Portfolios offers personalized and proactive portfolio management designed to help you pursue your financial objectives. Your personalized dashboard allows you to monitor your portfolio's performance, make updates and add new goals, such as:  

Retirement

Major Purchases

Life Milestones

What to Expect

Dynamic Platform

Combines personalized guidance with advanced technology.

Convenient Account Management

Manage investments anytime, anywhere, with the easy online portal. 

Dedicated Support

Unlike other digital investment solutions, enjoy direct access to a financial professional for advice.

A Partner for Life

Wherever life takes you, Suncoast Investment Services is here to help. 

Start investing for your future today!


Get Started

Need more information?

View Brochure
An annual small account fee is applied to accounts with less than $10,000 invested.

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.