A complete list of active advisors currently associated with Guided Capital Wealth Management, LLC

Warmer can help you find a great advisor at Guided Capital Wealth Management, LLC or one who fits your needs even better.

Guided Capital Wealth Management provides advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities, delivering ongoing portfolio management, financial planning, pension consulting and participant account management. Portfolio management services are offered only through the firm’s wrap fee program, for which the firm acts as the portfolio manager. The firm documents client objectives in an Investment Policy Statement and manages discretionary accounts using risk‑tolerance models that guide a strategic allocation among equities, fixed income and cash, combining index and actively managed ETFs and individual stocks. GCWM’s investment process employs a mix of charting, cyclical, fundamental and technical analysis and may utilize options or margin when aligned with client objectives. Distinctive operational features include acting as the sponsor/portfolio manager of a wrap program and directing clients to a specified custodian relationship (the brochure identifies Schwab Advisor Services), arrangements that the firm discloses can result in soft‑dollar research and services. The firm has recently incorporated estate‑planning services via a third‑party provider, delivers financial plans through the eMoney portal, and highlights use of specialty instruments such as precious‑metal ETFs and Treasury inflation‑protected securities.

To learn more about the advisors currently working at Guided Capital Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.