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Wealth Planning for High Net Worth Families, Complex Estates and Business Transitions

Protect Your Legacy | Minimize Taxes | Invest Strategically

See If You’re a Fit

Why Our Clients Choose Us

As your success grows, so do the complexities – and the stakes. Whether you’re planning for retirement, managing a complex estate, or exiting a business, or you need guidance tailored to your unique circumstances.

Guided Wealth provides disciplined, strategic advice based on your life and goals, helping you make smarter decisions, optimize investments, and navigate your financial world with confidence.

Our Process

Our intentional process aligns disciplined strategy with your unique financial goals. We work alongside your financial team, including attorneys and CPAs to help manage, grow, and protect your wealth.

How It Works

Our Planning

Our planning process is designed for individuals and families with complex financial needs.

Significant Wealth

You have $1M+ in investable assets or $5M+ in net worth. Align investments, taxes, and legacy planning for long-term goals.

Business Owner Nearing an Exit

You are within five years of selling or transitioning your business. Plan for taxes, liquidity, and a smooth wealth transition.

Complex Estate Needs

You have trusts, multi-generational assets, or charitable goals. Coordinate estate documents, trusts, and legacy strategies efficiently.

Getting Started with Guided Wealth


It begins with a complimentary, no-obligation meeting designed for us to get to know one another.

In this 60 minute session, we’ll explore your goals, understand your priorities, and share how our team works with clients like you. We’ll also walk you through the next steps, so you have a clear picture of how a long-term relationship with a financial planner can support your financial journey with confidence and clarity.

Get to Know Us
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