REQUEST A CALL FIND A LOCATION 1-866-MCB-1910 PERSONAL BUSINESS MOBILE/ONLINE INVESTMENTS ABOUT US CONTACT ONLINE BANKING Login MCB Investment Services About MCB Investment Services Products and Services About LPL Team Online Guided Wealth Management Contact Online Guided Wealth Management 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. 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, dedicated to you and your goals, helping to guide you through the investing process. Our Guided Wealth Portfolios 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. 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: OUR GUIDED WEALTH PORTFOLIOS SERVICE OFFERS: 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. As you get closer to retirement, your allocations will gradually change. Holistic advice By considering your retirement objectives and investments, 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 in 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. Guided Wealth Portfolio link More Info Video 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 that LPL and FutureAdvisor, LPL and FutureAdvisor are investment advisors registered with the US 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 agains loss. There are no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. LPL Financial does not provide tax advice. Clients should consult with their tax advisors regarding tax consequences of investing. RESOURCES Account View Login Want to receive our weekly Market Commentary? Signup here: First name Last name Your email MARKET/ECONOMIC OUTLOOK If you don’t see the video above (Internet Explorer 11), please click here to view it on YouTube. Outlook 2021 (PDF file) Midyear Outlook 2021 (PDF file) Global Portfolio Strategy: November 2021 FINANCIAL RESOURCES The Basics of Budgeting The Basics of Investing The Basics of Social Security 401(K) FIDUCIARY RESOURCES / RETIREMENT RESOURCES QDIA Practices Checklist 404(c) Checklist Fiduciary Meeting Checklist Due Diligence Checklist 4th Qtr 2021 Participant Newsletter 4th Qtr 2021 Plan Sponsor Newsletter 2021 Roth 401k FAQs Setting Every Community Up for Retirement Enhancement (SECURE) Act THE TEAM INVESTMENT SERVICES DISCLAIMER Check the background of your financial professional on FINRA's BrokerCheck The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities and advisory services offered by LPL Financial, a registered investment advisor, member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates. Mountain Commerce Bank and MCB Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Tennessee, Mississippi, Pennsylvania, South Carolina and Virginia. 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