Tailored solutions.
Creatively crafted,
uniquely yours.

Complexity is our Specialty

We bring clarity through independent analysis and insight.

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Guide Wealth Management is a full service firm offering Financial Planning, Investment Management and Tax services. We operate on a Fee Only Fiduciary basis.

INVESTMENTS
PLANNING
TAX
Independent advice
No commissions
Aligned with your goals

Strategies
Preparation
Representation
EQUITY COMPENSATION

We specialise in supporting people with sophisticated compensation packages, to ensure that you get the most out of them.
Whether you are a senior executive at a Fortune 500 company, or a key employee at a technology firm, strategic planning around your equity compensation is a key part of building generational wealth.



Stock Option Strategies
AMT Calculations
Maximising Employee Benefits
Holistic Net Worth

Independent advice
No commissions
Employer stock concentration
Wealth Protection

Stock elections, 83(b)
Reporting for RSU, ISO, NQSO
Deferred compensation modeling
Tax Preparation
BUSINESS OWNERS

A bifocal service that helps advise both the business, and the business owner. Services include entity tax planning, operational efficiency, constructing retirement accounts, and exit planning.

We help you focus on building your business, and also help keep your personal finances in good order.


Asset Protection
Retirement Planning
Generational Wealth Transfer
Exit Strategies

Independent advice
No commissions
Business Investment Management
Retirement Accounts

Business and personal tax preparation
Retirement plan reporting
Accounting and bookkeeping services


FAMILY OFFICES

A full service private wealth management solution. Providing tax preparation, investment management, and financial planning.

Typical clients will have a net worth in excess of $3M and may be looking to achieve goals for charitable gifting, wealth transfer, and ensuring their assets are properly allocated for their retirement years.

Asset Protection
Retirement Planning
Generational Wealth Transfer
Independent advice
No commissions
Aligned with your goals

Strategies
Preparation
Representation

Equity Compensation

We specialise in supporting people with sophisticated compensation packages, to ensure that you get the most out of them.

Whether you are a senior executive at a Fortune 500 company, or a key employee at a technology firm, strategic planning around your equity compensation is a key part of building generational wealth.

Business Owners

A bifocal service that helps advise both the business, and the business owner. Services include entity tax planning, operational efficiency, constructing retirement accounts, and exit planning.

We help you focus on building your business, and also help keep your personal finances in good order.

Family Offices

A full service private wealth management solution. Providing tax preparation, investment management, and financial planning.

Typical clients will have a net worth in excess of $3M and may be looking to achieve goals for charitable gifting, wealth transfer, and ensuring their assets are properly allocated for their retirement years.

Think we may be a fit?

Head over to our contact page to learn more about how things work, and get in touch.

Let's get started!