We seek to put our clients’ needs first. Rather than acting as salesmen pushing annuities and fee-based asset allocation services, we listen to our clients goals and strategize to provide consistent, monthly income. Our independent solutions are tailored to each client’s risk tolerance, needs, and goals.
Most clients want an actionable income strategy. They have accumulated their savings year after year, and now they want to know how to convert their wealth to income through retirement. We help our clients see the big picture. We take into consideration longevity, risk tolerance, tax consequences, and investor behavior. With added estate and beneficiary planning, Guided Wealth maintains a truly comprehensive approach.
Lastly, Guided Wealth prioritizes the security of your assets above all else. Anyone can build an asset allocation model, but what we do is build an income model to survive the storms that will come. We are here to listen to your needs, plan in your best interest, and consider your risk.
We guide you to and through retirement.
Gary Siano, RICP®
President
(610) 701-8707
Gary Siano, RICP® is President and Founder of Guided Wealth Management, LLC. Gary specializes in retirement income planning solutions. He holds the Retirement Income Certified Professional® designation from the American College of Financial Services and is a Certified Financial Fiduciary®. Gary started his career in 1984.
For 15 years, he worked in the credit union of a Fortune 100 pharmaceutical company. While there, Gary worked with their HR staff to design a Retirement Planning workshop. Gary traveled the country giving workshops to their employees nationwide. After building a successful practice for the credit union, Gary started Guided Wealth to bring those same executive retirement planning solutions to the public. Gary is a multi-year award winner of the Five Star Professional - 5 Star Wealth Manager Award (2013, 2015, 2017-2023). He is also a Christian, a husband, a father, and an avid Philadelphia Sports fan. Go Birds!
Jesse Colgan, ChFC®, CExP™
Director of Operations & Client Service
(610) 701-8707
Jesse is a partner and Director of Operations & Client Service at Guided Wealth. Jesse holds the Chartered Financial Consultant® designation from the American College of Financial Services. Jesse also is a Certified Exit Planner (CExP™), specializing in Exit Planning and succession strategies for business owners. Jesse joined Guided Wealth Management as an intern in 2018 while he was a senior in college. He graduated magna cum laude from West Chester University in 2019 with dual Bachelor of Science degrees in Economics & Finance and a minor in Applied Statistics. After graduation, he accepted a full-time position with Guided Wealth. Since then, he provides our clients with excellent service and supports Gary throughout the retirement planning process. In his free time, Jesse enjoys golf, tennis, cooking, playing music, fishing, and spending time with family and friends.
Michelle Siano
Financial Advisor
Michelle Siano brings over eighteen years of experience in the Financial Services Industry to Guided Wealth Management. Michelle, began her career as a Financial Advisor at Smith Barney in their Retail Client Division. Building upon the skills and insights gained during her time at Smith Barney, Michelle has been able to hold significant roles within the Financial Industry. Most recently, she served as Chief Compliance Officer and Financial Planner for a successful Investment Advisory Firm located in the mainline suburbs of Pennsylvania.
Throughout the past decade, Michelle has established and nurtured trusted relationships, leveraging her expertise to provide clients with personalized investment solutions. In 2024, she joined Guided Wealth Management, where she is dedicated to serving high net-worth individuals, clients, trusts, and estates.
Michelle holds a Bachelor of Business Administration Degree in Finance and International Business from Temple University’s Fox School of Business. During her academic studies, she enriched her education by spending a semester abroad in Rome, Italy where she developed a passion for travel that has taken her back to Europe on numerous occasions. Currently, she is pursuing her Certified Financial Planner (CFP) designation.
In her personal life, Michelle cherishes time spent with friends and family, especially her nieces.
Stacey Costin
Client Service Manager
When not working, Stacey enjoys crafting and reading. Born and raised in St. Thomas, US Virgin Islands, Stacey prefers tropical temperatures and visits the beach whenever she can. Currently she resides in Royersford, PA with her husband and two daughters aged 22 & 19.
