535 North Church Street
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.
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.
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.
Director of Operations & Client Service