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Embrace The Life You Want

Financial Planning With You In Mind

Our Certified Financial Planner™ (CFP®) professionals help you fully embrace life through a disciplined financial planning process and ongoing advice and guidance. We hold a commitment to continuous improvement in knowledge, education and service to help you achieve your goals.

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Our Services

At Guided Capital Wealth Management, we are committed to serving as fiduciaries, always prioritizing our clients' best interests. Our proactive communication approach ensures we are readily available, taking the initiative to check in and provide support. We build strong relationships by getting to know our clients, their families, and their values.

Investment

Investment

Harnessing our 6 proprietary investment principles, we employ proactive research and analytics to develop strategies that align with your financial goals.

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Financial Planning

Financial Planning

We provide customized financial planning services to help you align your unique goals and values with regularly reviewed and adapted plans to suit your evolving needs.

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Estate PLanning & Trust Services

Estate PLanning & Trust Services

We collaborate with estate planning attorneys to help you create a plan that safeguard’s your family assets and helps you leave the legacy you desire.

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Tax & Charitable Stratagies

Tax & Charitable Stratagies

We work with your tax professional to develop tax-saving strategies and plan proactively to reduce tax burdens, during your working years and in retirement..

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Continuous Strategies For Sustainable Growth

Our financial planning is dynamic – it isn't a one-time event. We use your financial plan to determine the appropriate investment strategy for every client in order to help them achieve their goals.

Retirement Plan 3(21) & 3(38) Investment Management & Participant Education

We provide disciplined 3(21) or 3(38) investment management services, along with employee education, to optimize retirement plan investments and empower participants through a robust fiduciary process for 401(k), 403(b), and 457 plan sponsors.

Contact us for a complimentary fiduciary analysis of your retirement plan

Helpful Content

Curated articles, videos, and more for a financially savvier you.

How Big is Money?

How Big is Money?

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Raising Healthy Children

Raising Healthy Children

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Kyle Louvar, CFP®, AIF®

Chief Executive Officer | Wealth Management Advisor

Nicole Louvar, AIF®

Chief Operating Officer | Wealth Management Advisor

Peter Ivanyi  CFP®, ChFC®, RICP®

Director of Financial Planning & Education | Wealth Management Advisor

Corina Guerrero

Client Relationship Manager

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