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Our Services

HOW WE CAN HELP YOU

At Guided Capital Wealth Management, our comprehensive suite of services is designed to support you at every stage of your financial journey. As fiduciaries, we keep your best interests top of mind. Please browse the list of services we offer below and contact us to take the next step in your financial future.

Financial Planning<br/>

Financial Planning

We craft personalized financial plans that align with your unique goals and values. As your life evolves, we review and adapt your plan to meet your changing needs.

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

Harnessing our 6 proprietary investment principles, we employ proactive research and analytics to develop strategies that align with your financial goals. Our investment approach is tailored to complement your financial plan, helping you build a robust investment portfolio.

Risk Management

Risk Management

We evaluate and mitigate risks across various aspects of your life, including life insurance, health insurance, long-term care, property, auto, and business risks. Our strategies are designed to help safeguard your future and protect your assets in unforeseen circumstances.

Tax &#38; Charitable Strategies

Tax & Charitable Strategies

Collaborating with your tax professional, we help identify tax-saving strategies and plan ahead to minimize your tax liabilities. Our services encompass tax loss harvesting, stock options, net unrealized appreciation, retirement income distributions, and Roth conversions.

Estate Planning &#38; Trust Services

Estate Planning & Trust Services

Partnering with estate planning attorneys, we assist you in crafting comprehensive estate plans to help safeguard your assets and legacy. Our goal is to help you leave behind the legacy you desire while protecting your family's financial well-being.

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

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

For 401(k), 403(b), and 457 plan sponsors, we offer disciplined 3(21) or 3(38) investment management services and employee education. Through a robust fiduciary process, we aim to optimize retirement plan investments and empower participants with essential financial education.

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