Broker Check

Gain Strategies-Guided Wealth Portfolios

XCountry Financial GWP-Gain Stage

XCountry Financial GWP-Gain Stage

It's early in the game.  In the GAIN Stage we look to grow assets while being mindful of volatility.  We want to start investing early and often to accumulate wealth. Whether you’re just getting started or have been saving for a while, setting up a monthly contribution to your retirement account is a great way to get started.   


Invest for your future with a digital investment platform that combines the benefits of a personal financial advisor with sophisticated technology. Through our XCountry Financial GWP-Gain Stage investment platform, you get our experience and expertise with the added convenience and transparency of a 24/7 digital investing solution.

Get off to a fast start, and in the right direction.

Get off to a fast start, and in the right direction.

XCountry Financial GWP-Gain Stage is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called “robo advisors,” often require a large investment amount before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.* 

We implement your personal portfolio using proven diversification techniques and sophisticated algorithms. You’ll receive allocations designed for you and your savings goals, and benefit from trading techniques that can help reduce taxes. Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

Client Centered

To see if XCountry Financial GWP could be the right investing solution for you, click on the link below, where you can answer a few brief questions about your goals and receive a personalized proposal. 

How It Works

  1. Provide an email address and choose a password so your information is protected.
  2. Answer a few simple questions to tell us a little bit about you, so we can determine what your portfolio should be.
  3. Answer some questions about how you feel about taking on risk when investing, so we can determine your investment preferences.
  4. Get a personalized portfolio that outlines our recommended investment strategy and how much you could potentially earn through Guided Wealth Portfolios

With XCountry Financial GWP-Gain Stage, you get:
-A diversified portfolio personalized for you
-Build a relationship with a financial advisor
-Personalized, online dashboard
-Consolidate all accounts in one place
-Tax-efficient investing
-Your portfolio is monitored daily, rebalancing if necessary

XCountry Financial GWP-Gain Stage is an innovative way to invest for your future, whether you want to invest for retirement or a major purchase like a new home or simply want to get your money in the markets so it’s not sitting idle.

If you like your XCountry Financial GWP-Gain Stage proposal and want to begin working with a financial advisor while enjoying the convenience of online investing, you can choose to open an account immediately.  Just click the Get Started button and you’ll have the option to transfer an existing investment account or fund your account with cash—it’s just that easy. 

Get Started with XCountry Financial GWP-Gain Stage

What you get with XCountry Financial GWP-Gain Stage

Personalized Diversified Portfolio

Personalized Diversified Portfolio

We create strategies that are tailored to your needs and goals.

Get Started with GWP-Gain Stage
Build a relationship with a Financial Advisor

Build a relationship with a Financial Advisor

Years of experience have prepared us to guide you through your life transitions.

Get Started with GWP-Gain Stage
Online Dashboard and Account Access

Online Dashboard and Account Access

Digital investment platform/Personal financial
advisor/Sophisticated technology.

Get Started with GWP-Gain Stage
Daily Monitoring of your Account

Daily Monitoring of your Account

Stay on track as markets move and
rebalancing it as needed.

Get Started with GWP-Gain Stage

Looking to get started pursuing your financial goals?  Have a smaller amount to invest?  Contact us to learn how to get started!

Thank you!

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

IMPORTANT:  The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.  Results may vary with each use and over time.  

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.

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.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.