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About Us

Our Mission Statement

At Guided Wealth, we aim to guide families to and through retirement. Our independent solutions are tailored to each client’s risk tolerance, needs, and goals. 

Our Approach

At Guided Wealth, we have found the best financial solutions are discovered through relationships. By keeping a select client base, our customers avoid becoming just another case file at a large company. We offer personalized attention. Guided Wealth provides guidance, education, and comprehensive planning without directing clients to an unhelpful 1-800-number.

Client Centered

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.  

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.

Our Team

Gary Siano

President

(610) 701-8427

(610) 701-8707

gary@guided-wealth.com

Gary Siano 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...
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Jesse Colgan

Director of Operations & Client Service

(610) 701-8427

(610) 701-8707

jesse@guided-wealth.com

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Tara Siano

Communications Specialist

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