Financial Planning and Wealth Management

FOR ALL OF LIFE’S TRANSITIONS

Financial Planning and Wealth Management

FOR ALL OF LIFE’S TRANSITIONS

Clarity

Simplicity

Confidence

Financial Planning Can Feel Overwhelming and Confusing

Our simplified approach can relieve the stress

Financial planning is one of the most important tools you can leverage in a period of
transition, whether it’s retirement, business ownership, the loss of a loved one, a
sudden windfall, or something else entirely. Let us support you through some of the
changes you’ll be facing.

GUIDING WEALTH IS WHERE

TRUST AND
COLLABORATION
ARE STANDARD

Unlike other financial planning or investment experiences you may have had, we provide a relaxed and welcoming atmosphere. We’re committed to transparency and a higher standard in the financial planning profession, as well, and we operate only in the best interests of our clients. It’s that simple.

GUIDING WEALTH IS WHERE

TRUST AND
COLLABORATION
ARE STANDARD

Unlike other financial planning or investment experiences you may have had, we provide a relaxed and welcoming atmosphere. We’re committed to transparency and a higher standard in the financial planning profession, as well, and we operate only in the best interests of our clients. It’s that simple.

You’re the expert on your life,
We’re the experts on Planning

Clarity

Information without the jargon

We believe in a collaborative experience built on straightforward communication. We are committed to being unambiguous and jargon-free in our communication. We provide you with the clear, personally tailored information that will help you make the best choices for your financial future.

Simplicity

Advice without the complexity

We’ll explain even the most complicated concepts in simple terms. We take time to learn your story, and we are dedicated to providing concise recommendations. We’ll find the best options for you based on your individual needs and will make our recommendations easy to understand and execute on.

Confidence

Building trust, in yourself and us

When we collaborate with you, we want to empower you to make your own financial decisions. After determining your particular needs, as well as your values, communication styles, and goals, we will develop a strategy that gives you the confidence you need to make decisions for your financial future.

Read the Latest from Our Blog

A Thank You to Our Clients

A Thank You to Our Clients

With the Thanksgiving holiday approaching next week in the U.S., we wanted to take a moment and reflect on Guiding Wealth’s journey so far.  We also wanted to say thank you to all of our wonderful clients who make financial planning such a fulfilling and exciting...

How to Handle These 4 Common Financial Emergencies

How to Handle These 4 Common Financial Emergencies

As financial advisors, we often stress how important it is to set aside a rainy day fund should an emergency arise. While budgeting for emergencies is always a good idea, when one of these emergencies actually happens, there’s a lot more that needs to be handled than...

The Benefits of Roth Conversions

The Benefits of Roth Conversions

The SECURE Act, which passed in December 2019, aimed to make retirement savings less complicated for retirees. It kickstarted significant changes to contribution ages and required minimum distributions, and the law also affected inherited IRAs for many people.  If...

How to Prepare for Your First Meeting with a Financial Advisor

How to Prepare for Your First Meeting with a Financial Advisor

The thought of planning for your financial future can feel overwhelming. You may not know where to start or what to do. And when it comes to tricky financial topics or complicated decisions, you may want an expert’s personalized advice. A Certified Financial Planner™...