Tailored solutions.
Creatively crafted, uniquely yours.
We bring clarity through independent analysis and insight.
An illustration of our services with a breakdown of their components. Hover over any topic to see what it connects to.
Three pillars of our practice, deeply interconnected.
Financial Planning
Comprehensive plans tailored to your goals — retirement, equity comp, estate, and tax integrated together.
Investment Management
Disciplined, fee-aware, tax-aware portfolios on a global asset allocation.
Tax
Year-round tax strategy and preparation, woven into the broader plan.
An independent setting.
Guide Wealth Management was established in 2015 with the purpose of providing full service wealth management in an independent setting. We operate in a fiduciary capacity for our clients, and have aligned our compensation with that by purposefully choosing our compensation model to be "fee-only".
We thrive when presented with challenging financial situations, seeking to find creative solutions that provide clarity and direction to our client's financial life.
A complete view of your financial life.
Financial Planning
The process that binds the pieces of a financial life into a comprehensive strategy.
Investment Management
Fee-efficient investments and tax-aware location, on a global asset allocation.
Tax
Tax planning, preparation, and resolution. Tax is like brushing teeth — we're very good at it.
Where our skills add value.
Notes on tax & planning topics
Long-form pieces on tax mechanics and planning topics. Specifics may have shifted with subsequent legislation; the underlying frameworks remain useful.
Think we may be a fit?
Head over to our contact page to learn more about how things work, and get in touch.