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 discretionary portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. The firm prepares an Investment Policy Statement for each client, manages accounts on a discretionary basis, and does not impose an account minimum for its services. The firm’s investment process uses risk‑based models (Conservative through Aggressive) and a strategic allocation framework that blends index and actively managed ETFs, individual equities, and fixed income, and it may employ options, margin, precious‑metal ETFs and Treasury Inflation‑Protected Securities when aligned with client objectives. GCWM documents risk tolerance and reviews accounts at least quarterly, delivers financial plans via eMoney, and provides ongoing planning and annual plan updates where applicable. What is distinctive about GCWM is that it acts as a wrap fee program sponsor and limits its portfolio management services to that wrap arrangement, so management, execution and certain administrative costs are bundled for participating clients. The firm also requires clients to use its recommended custodian/broker‑dealer (including institutional services from that custodian) and supports management of held‑away participant accounts through third‑party platforms, relationships that can introduce custodial service integrations and soft‑dollar arrangements not common to many peer team firms.

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.