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Guided Wealth Portfolios

Investment independence at your fingertips.
Guidance within reach.

Start Investing for Your Future Today with Guided Wealth Portfolios.

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 South State Investment 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 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, dedicated to you and your goals, helping to guide you through the investing process.

Find a Guided Wealth Portfolio Advisor

Our Guided Wealth Portfolios service offers:
 Personalized planning, service, and advice

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

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

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.

Tax-efficient investing

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

Consistent monitoring

Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

Find an Advisor and Get Started Today

Find an Advisor 
Start Today

Get your dynamic proposal and start investing for your future today.