How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning services
- Offers personalized investment strategies
- Actively monitors and manages client portfolios
- Provides ongoing support and communication
- Helps clients achieve their financial goals
Facts and Insights
GUITIAN WEALTH MANAGEMENT, LLC is a financial advisory firm that specializes in helping clients achieve their financial goals. The firm is dedicated to providing personalized, comprehensive financial planning services to individuals and families. By taking the time to understand each client’s unique financial situation and goals, GUITIAN WEALTH MANAGEMENT, LLC is able to create tailored investment strategies that align with their clients’ objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 3 | 10 years |
GUITIAN WEALTH MANAGEMENT, LLC currently manages approximately $50 million in assets, with a team of 3 experienced advisors. The firm has been in business for over 10 years, providing expert financial advice to their clients.
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
GUITIAN WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients navigate through their financial journey. From creating personalized investment strategies to planning for retirement and beyond, the firm’s advisors have the expertise to guide clients towards their financial goals.
Client Types
- High Net Worth Individuals
- Retirees
- Families
- Small Business Owners
- Young Professionals
GUITIAN WEALTH MANAGEMENT, LLC serves a diverse group of clients, including high net worth individuals, retirees, families, small business owners, and young professionals. The firm’s advisors have the experience and knowledge to cater to the unique financial needs of each client.
Fees & Compensation
GUITIAN WEALTH MANAGEMENT, LLC’s fees are based on a percentage of assets under management. This means that as a client’s assets grow, so do the fees. The firm’s advisors are committed to providing transparent and fair compensation, and always strive to act in the best interest of their clients.
Background
GUITIAN WEALTH MANAGEMENT, LLC was founded by John Guitian, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. John’s passion for helping individuals and families achieve their financial goals led to the creation of the firm, which has since grown to serve a wide range of clients.
Financial Advisor Disclosures to Know
GUITIAN WEALTH MANAGEMENT, LLC and its advisors follow strict compliance guidelines to ensure transparency and maintain the trust of their clients. As a registered investment advisor, the firm is required to adhere to all applicable laws and regulations, and regularly reviews and updates their policies and disclosures.