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Invest in your future with a plan made just for you

Investment management designed to protect your portfolio

Invest in your future with a plan made just for you

Investment management designed to protect your portfolio

Guided Wealth Portfolios

Start Investing for Your Future Today

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Redstone Brokerage Services experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides 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 team, dedicated to you and your goals, helping to 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 any 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. The technology makes the process fast and easy.
  • Advanced wealth management at a lower cost: We can implement your personal roadmap 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.


Intelligent Investing

Guided Wealth Portfolios offers investment management designed to protect your portfolio against volatility and help you pursue your financial objectives. By investing with us, you receive:

Personalized Roadmap

Based on your goals, investing time horizon, and risk preferences, you'll receive an investment allocation and roadmap designed to help you pursue your objectives.
Holistic Advice

By considering your retirement objectives and instruments, our analysis allows you to work toward your investment goals.
Tax-Efficient Investing

Through advanced asset analysis, we'll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.
Consistent Monitoring

Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing* it as needed.
Tax-Loss Harvesting

If an investment experiences a loss, we may sell it to offset taxable gains on your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.**
Financial Advice

We're available if you have a question about your account or investing strategy.
To get your dynamic proposal and start investing for your future today, locate a branch that is convenient to you. Then, get started online or contact your personal advisor with questions.

 



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. Redstone Federal Credit Union® (RFCU®) and Redstone Brokerage Services (RBS) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name RBS, and may also be employees of RFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of RFCU or RBS. The RBS site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL and TN.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Redstone Federal Credit Union Guaranteed Not Redstone Federal Credit Union Deposits or Obligations May Lose Value

Join The Redstone Family Today

Are you ready to join the credit union that puts you first? Become a member of the Redstone family and you’ll start enjoying the great rates, personalized financial advice, and excellent customer service Redstone is known for.

Become a Member