FIDUCIARY
Our advisors hold highly recognized industry certifications as financial planners and fiduciaries.
FEE ONLY
By eliminating commissions and conflicts of interest, we simplify your costs through one transparent fee for all services.
RELATIONSHIP DRIVEN
Through a personalized approach and proactive service, we anticipate your needs and deliver tailored solutions.
DATA DRIVEN
Our investment management decisions are guided by a disciplined process of evidence based research, analytics, and due diligence. We tune out the noise and focus on the facts.
PEACE OF MIND
We integrate your financial plan with tailored investment strategies, allowing you to monitor the progress towards your goals throughout your lifetime.
guidance that moves you forward
At Guided Capital Wealth Management, our comprehensive suite of services is designed to support you at every stage of your financial journey. As fiduciaries, your best interests are our top priority.
Financial & Retirement Planning
Investment Management
401(K) Account Management
Estate Planning & Trust Services
Insurance Planning
Education Planning
Tax Minimization
Charitable Giving Strategies
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Kyle Louvar, CFP®, AIF®
Managing Partner | Wealth Management Advisor
Nicole Louvar, AIF®
Managing Partner | Wealth Management Advisor
Peter Ivanyi CFP®, ChFC®, RICP®
Partner | Wealth Management Advisor
Connor Tomlinson
Wealth Management Associate | Investment Analyst
Corina Guerrero
Director of Client Relations