Whether you’re exploring a potential partnership or simply seeking clarity about your next step, we’re here to help. Guided Wealth works with a select number of families and business owners each year to ensure every client receives the time, attention, and expertise they deserve.
We partner with high-net-worth individuals, families, and business owners who have complex financial needs — typically with $1M+ in investable assets or $5M+ in total net worth.
Our initial conversation is focused on understanding your goals, challenges, and overall financial picture. It’s a chance to explore whether our approach aligns with your needs — no obligations or commitments
Yes. Collaboration is central to our process. We work seamlessly with your existing professional team to ensure your wealth, tax, and estate strategies are unified.
We offer multiple services, including financial planning, estate, and investment management, with transparent, fiduciary-based pricing.
Our investment management fees are based on a percentage of assets under management, ensuring our success is directly aligned with yours. This structure allows us to focus on long-term growth, risk management, and disciplined portfolio oversight.
For financial planning services, which form the foundation of your long-term strategy and help ensure your goals stay on track, we offer a flat annual fee. This can be paid monthly, quarterly, or annually for flexibility and convenience.
All fees are clearly outlined before any engagement, with no hidden costs or commissions, only advice aligned with your best interests.
We’re based in Boston, MA and serve clients nationwide both in person and virtually.
Our team brings a depth of experience and professional dedication to every client relationship. Guided Wealth advisors hold advanced industry designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), and Wealth Management Certified Professional® (WMCP®) – credentials that reflect rigorous education and a fiduciary commitment to always act in your best interest.
With decades of combined experience guiding successful professionals, retirees, and business owners, our advisors take a holistic approach to financial planning, integrating investments, taxes, retirement income, and estate strategy into a cohesive plan tailored to your goals.
Beyond credentials, what truly sets our team apart is our belief that clarity and education empower confident decisions. We take the time to help you understand your financial world, identify opportunities, and implement strategies designed to optimize long-term results.
Or complete our brief intake form — we’ll be in touch to schedule an introductory call.
New York, NY 10001
Monday - Friday,
8:30am–4:30pm EST
