By Kyle Louvar, CFP®, AIF®
We have worked hard to create a firm where we are all things to some people versus being all things to all people. We have a great group of clients that we enjoy serving and are passionate about building strong client relationships with them.
That being said, because we value our client relationships so much, we truly appreciate when our clients have enough faith in us to recommend us to their loved ones. There is no higher compliment and we enjoy working with more clients that fit our firm’s values.
Know someone who might be interested in our services? Here’s what they can expect to receive from Guided Capital Wealth Management.
A Solid Support System
Maybe you haven’t been greatly impacted by the events of the past couple of years, at least not financially. That’s great! Many people have found new opportunities and even prospered through these challenging times. But even if you’re doing well and feel that your finances are stable, it’s still important to work with an advisor you can trust who will be part of a solid support system as you navigate your financial plan. Our job is to help you live life to the fullest by helping you make wise decisions about your financial plan. When life changes happen or you just have financial questions, you can always count on us. Do your friends, family, and coworkers have this same kind of support system?
A Trusted Professional
That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect with and get to know new clients who may need the services we provide.
We believe the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to help you live your best life.
We’re Here to Help
The truth is, we love working with clients like you and are looking to help even more people. Do you know someone who may benefit from our caring and knowledgeable guidance as they pursue their financial goals, or someone who needs an accountability partner to help them stay on track?
At Guided Capital Wealth Management, we utilize our proprietary process, The Paradigm FORMula, to help our clients create a dynamic plan that can help them reach their financial potential and keep them on track toward achieving their goals. Your referral can schedule a FIT meeting by contacting us at (832) 975-0711 or by email at email@example.com to learn if we are the right people to guide them on their financial journey.
Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® certification. Kyle Louvar is the CEO and Wealth Management Advisor for Guided Capital Wealth Management, a fiduciary financial advisory firm offering fee-based advice, guidance, and education. After seeing the impact that the 2008 financial crisis had on families, Kyle became fully committed to helping his clients develop a financial plan that changes as their lives unfold and their needs evolve. Spending nine years working for one of the largest brokerage firms on Wall Street, Kyle holds a high value for process, expertise, objective advice, and customized solutions. His goal is to help his clients experience confidence in their financial future through a disciplined process of financial planning, investment management, and sound financial decision-making.
Kyle graduated from New Mexico State University, where he was a proud 4-year letterman in football for the Aggies and where he’s sat as an NMSU Foundation board member since 2015. When not helping his clients, Kyle enjoys spending time with his wife, Nicole, and their two daughters. You can often find him coaching his daughters’ softball teams, playing golf, cooking, and traveling. To learn more about Kyle, connect with him on LinkedIn.