SB Financial Services

Digital Investing Solution

Investing for Your Future Today with Guided Wealth Portfolios

Did you know investing is a time-tested strategy to help build wealth? It can make a big impact on your future, even if you don’t have a lot to invest. Guided Wealth Portfolios 1 (GWP), our new  digital investing platform, is designed to help you plan for retirement, save for a major purchase,  or simply put your money to work for you by investing in the market. GWP allows you to invest  online with a low starting minimum and low-cost, exchange-traded funds 2 (ETFs).

To learn more about how our digital investment solution could help you start investing for your  future now, watch this video. To get started, reach out to us via email at GWP@sbcp.bank or by calling us at 608-835-1247 today. 

Powering Your Future with a Personal Touch

With GWP, you get access to a financial advisor as well as a personalized portal where you can view and track your investment accounts. To get started investing for your future, visit our online investment portal. You can provide some information about your investment goals, and we’ll provide you a personalized proposal so you can see if our portal, Guided Wealth Portfolios, is right for you.

Why You Should Get Started with GWP

Easy to Start

Simply answer a few questions to receive a proposal, customized for you. We'll give you recommendations for your account and a calculation of your potential dollars at retirement.

Convenient, Intelligent Technology

You can always view your account's activity, track account performance, and update your individual plan, all in your personalized online portal. If you have any questions, our service team is available.

Portfolio Management

Guided Wealth Portfolios offers investment management designed to help you pursue your financial objectives. By investing with us, you receive a diversified portfolio of low-cost ETFs.

Financial Support

You still get the SB Financial Services experience and expertise, but with the added convenience and transparency of a digital investing platform. GWP provides the opportunity for you to access our services and advice at a lower cost.

Personalized Advice

We'll oversee your plan, customized for you and designed to evolve as your life changes. If your goals shift, we're here to help.

Investing Isn’t for the Rich

o you want to start investing, but feel as though you need to wait until you have more money? The truth is, you don’t need a lot to get started, and investing earlier in life can make a big impact on your future. You can invest today, even if you only have a few thousand.

1Guided 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 non-affiliated 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.

2An investment in exchange-traded funds (ETFs), structured as a mutual fund or unit investment trust, involves the risk of losing money. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.

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.

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

Broker Check by Finra

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.

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. State Bank of Cross Plains and SB Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SB Financial Services and may also be employees of State Bank of Cross Plains.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, State Bank of Cross Plains and SB Financial Services.  Securities and insurance offered through LPL or its affiliates are: