Dartmouth, MA Office

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.