Individuals & Families

At Guided Capital Wealth Management, we recognize that we are not all things to all people; we are all things to some people.  Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for.  In doing that, we are able to provide an elevated client experience keeping all the pieces of each client’s financial plan in place.

Financial Planning

Wealth Management

Spending time getting to know you so we can integrate your goals into a financial plan and investment strategy that changes as your life unfolds and your needs evolve.

Risk Management

A proactive assessment of life, long term care, disability, property & casualty and liability insurance to determine solutions that may help minimize your potential risk.

Tax Planning

Ongoing collaboration with your CPA to develop a plan to help minimize pre-retirement taxes and provide for tax efficient retirement income distributions.

Legacy Planning

Understanding what matters most to you and the legacy you aspire to pass on.  Collaborating with your trusted estate planning attorney to ensure you have a proactive estate plan in place.

Philanthropy

Helping you achieve your goals of giving to the causes you are most passionate about.  Whether it’s time, talent or treasure, we incorporate these into your plan.

Cash Management

Understanding your liquidity needs through a detailed cash flow analysis can provide you with a more efficient strategy to manage your income needs throughout retirement.

Value-Added Services

Analyzing your employer benefits and incorporating them into your financial plan.  Insurance, stock options, pension/retirement plan, deferred compensation, etc.

Investment Management

Fiduciary

We are bound by a fiduciary standard to act in our clients’ best interest.  We do not receive compensation for recommending certain vendors, partners or investment products.

Investment Strategy

Each strategy is developed with a thorough assessment of your investment objectives, risk tolerance, time horizon, liquidity needs, asset allocation and diversification.

Benchmarking Your Progress to Goals

We utilize your financial plan goals to establish YOUR benchmark so that we can consistently track your progress to goals.  Check your progress at any time with our performance software.

Tax Loss Harvesting

We utilize our technology to identify potential tax loss harvesting opportunities that may help minimize your taxes each year.

Proprietary Portfolios

We offer proprietary investment strategies tailored to your goals with an emphasis on diversification and minimizing fees and capital gains taxes.

Ongoing Education

We provide ongoing financial education across a variety of topics, including monthly market & economic updates.