• Steer your growth

    Kick off your investment journey today

    Learn More About Investing
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  • Meet Guided Wealth Portfolios, or GWP for short. It’s a digital investing solution that allows you to invest with a low starting minimum* and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor who is there when you need guidance. GWP is a convenient way to set aside money for special members of your family or for important life-events in the future.**

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    How It Works


    Invest Easily – Decide what your financial goal is along with the risk level and timing that works for you. Then GWP invests and manages your money for you.


    Portfolio Management – GWP will monitor and adjust your investments as needed, automatically.


    Need guidance along the way?
    Your Financial Advisor, Nora Yeh, can help:
    EMAIL: [email protected] or CALL: (408) 487-7502

    Nora Yeh  

    Learn about how GWP
    may be right for you!

    Schedule and meet with Nora Yeh for a no-obligation consultation.
    Email: [email protected]
    Call: (408) 487-7502

    Nora is available for video or in-person meetings, following CDC guidelines.

    More About GWP

    Discover the low-cost, automated digital investing solution that lets you enjoy the freedom to make your own decisions backed by professional advice whenever you need it.

    • Low starting minimum of $5,000*
    • 0.50% annual maintenance fee
    • Automated investing technology with 24/7 online access
    • Daily monitoring, automatic rebalancing, and potential tax savings
    • Easy online setup in about 15 minutes

    Let’s get to know you! Tell us what your investment goals are and receive a personalized proposal. Then, make your appointment with Nora Yeh.

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