Guided Wealth, LLC
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About
Guided Wealth provides wealth management and discretionary investment management to individuals, high‑net‑worth clients, trusts, estates and businesses, combining ongoing portfolio oversight with comprehensive financial planning and retirement-account advice. The firm builds portfolios using low‑cost mutual funds and ETFs and may incorporate individual securities, bonds, alternative investments or legacy positions where appropriate, while referring clients to outside specialists as needed.
The firm’s investment process centers on fundamental analysis and a primarily long‑term, goal‑aligned approach, with portfolio construction and rebalancing tailored to each client’s objectives, time horizon and risk tolerance. Guided Wealth also uses unaffiliated Independent Managers for portions of some client portfolios and conducts ongoing oversight of those managers while managing most client accounts on a discretionary basis.
Notable distinctions include an affiliation with an insurance entity (Guided Risk Solutions, LLC), whose employees may earn commission‑based compensation for insurance sales — a disclosed conflict of interest that clients are not required to accept. The firm maintains an institutional relationship with its custodian that provides software and economic benefits to the adviser, and it discloses an upfront financial planning charge in the first year that can be waived under certain wealth‑management arrangements.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001+: 0.30%
Minimum fee: Stand-alone financial planning fee up to $50,000 per year in first year of service, waived thereafter if wealth management fee is twice the amount Fee-only: Wealth management and financial planning fees; no commissions
Main office
See officeDartmouth MA
Advisors at this office
2
Most active in
Massachusetts · Rhode Island · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Stefano L
Series 66
Dartmouth, MA
Guided Wealth, LLC
Stefano Lanci is a financial advisor at Guided Wealth, LLC, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Eagle Strategies (NY Life) and NYLIFE Securities LLC. Guided Wealth, LLC provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and businesses, using a primarily long-term, goal-aligned investment approach with portfolios built from low-cost mutual funds, ETFs, and occasionally individual securities or alternative investments.
Carolyn P
Series 66
Lantana, TX
Guided Wealth, LLC
Carolyn Pratt is a financial advisor with Guided Wealth, LLC in Lantana, TX, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at NYLIFE Securities, LPL Financial, Lincoln Financial Advisors, and Strategic Wealth Partners. Guided Wealth provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes long-term, goal-aligned portfolio construction using low-cost mutual funds and ETFs, supplemented by other investment vehicles and oversight of unaffiliated Independent Managers.
Blake B
CFP®, Series 66
Dartmouth, MA
Guided Wealth, LLC
Blake Barbosa is a financial advisor at Guided Wealth, LLC with 12 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Guided Wealth in 2026, he spent over a decade with Eagle Strategies (NY Life) and NYLIFE Securities LLC. He is also the owner of an insurance agency, Guided Risk Solutions, LLC. Guided Wealth provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term, goal-aligned investment approach using fundamental analysis and builds portfolios with low-cost mutual funds, ETFs, and other securities tailored to each client’s objectives.
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