GUIDED CAPITAL WEALTH MANAGEMENT, LLC: Providing Expert Financial Guidance
Guided Capital Wealth Management, LLC is a leading financial advisory firm specializing in providing expert financial guidance to individuals, families, and businesses. Founded in 2005, Guided Capital Wealth Management has grown to become a trusted partner for clients seeking to build and preserve their wealth.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services
- Focuses on building long-term relationships with clients
- Provides expert guidance on retirement planning, tax strategies, and estate planning
- Empowers clients to make informed financial decisions
- Offers a wide range of financial services to meet client needs
Facts and Insights
Guided Capital Wealth Management, LLC has been in business for over 15 years and has become a leading advisory firm in the industry. The company has over $500 million in assets under management and employs a team of experienced and knowledgeable advisors to assist clients in reaching their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | over 15 years |
Financial Services Offered
Guided Capital Wealth Management, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Personalized financial planning
- Investment management
- Retirement planning
- Tax strategies
- Estate planning
- Insurance solutions
Client Types
Guided Capital Wealth Management, LLC serves a variety of clients, including:
- Individuals and families
- Business owners and entrepreneurs
- High-net-worth individuals
- Retirees
- Trusts and estates
Fees & Compensation
Guided Capital Wealth Management, LLC is a fee-only advisory firm, which means that clients only pay a fee for the services they receive. The firm’s fees are based on a percentage of assets under management, ensuring that the advisor’s interests are aligned with the client’s long-term success.
Background
The team at Guided Capital Wealth Management, LLC consists of experienced financial advisors who are dedicated to helping clients achieve their financial goals. They have extensive knowledge and expertise in investment management, financial planning, and wealth preservation strategies. The firm also places a strong emphasis on continuing education to ensure that its advisors are up-to-date on the latest trends and industry developments.
Financial Advisor Disclosures to Know
Guided Capital Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This means that the firm adheres to strict regulations and has a fiduciary duty to act in the best interest of its clients. The firm also has a clean disciplinary record, meaning it has no past regulatory or legal actions taken against it.