This is the most important financial chapter of your life.We plan like it.
Most financial plans are built around a template. The families we work with don't fit one.
Trusted by executives and families from*
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Who We Work With
We work with a specific kind of family. One that has spent decades building significant wealth and is now facing the most consequential financial decisions of their life.
You're approaching retirement or recently retired
You've spent decades building wealth. Now the questions are different, and the consequences of getting them wrong are greater.
You suspect your current plan wasn't built for this moment
It may have served you well getting here. But where you're going requires something different.
Your financial life has outgrown standard financial planning
Multiple accounts, tax decisions, estate considerations, business interests, or several professionals giving advice. You need the pieces working together.
If this is where you are, we built this for you.
Case Studies
Real families. Real decisions. Real plans.
Why Guided Wealth
For families with meaningful wealth, planning should go far beyond managing investments.
Planning That Goes Deeper
We spend significant time in the first year working through retirement income, tax planning, estate coordination, and investment decisions.
Strategy That Is Fully Coordinated
Investments, taxes, retirement income, and estate planning are built to work together, alongside your CPA and estate attorney.
Senior Advice. Direct Access.
You work directly with experienced financial planners who know your situation, not through layers of salespeople and relationship managers.
Our senior planning team holds a range of professional credentials and advanced education, including CFP®, RICP®, WMCP®, FPQP®, and M.S. degrees in Financial Planning.
What do these credentials mean? ->What we handle for you
See the Full Picture →- Retirement Income PlanningTurning a portfolio into dependable, tax-aware income.
- Tax-Aware PlanningRoth conversions, withdrawal sequencing, and bracket management.
- Estate & Legacy PlanningTrusts, titling, and transfer strategy, coordinated with your attorney.
- Investment ManagementPortfolios built around the plan, not the other way around.
- Business SuccessionPreparing for a sale, exit, or transfer well before it happens.
- Wealth PreservationProtecting what you have built against risk and erosion.
Memberships
Three memberships, scaled to the complexity of your financial life. Pricing published openly, which is rarer in this industry than it should be.
After the first year, the monthly retainer waives once your managed assets cross the threshold shown on each tier.
Not sure which fits? Find your starting point →
The first conversation
Let's start with
a conversation.
Tell us a little about yourself and what you're hoping to accomplish. Your conversation is complimentary, and you'll speak directly with a senior planner who can learn more about your goals and determine whether Guided Wealth is the right fit.
Blake Barbosa
Founder & CEO
CFP® · RICP® · WMCP® · MSFP
Carolyn Pratt
Senior Financial Planner
FPQP®
45 min / Complimentary / Families nationwide
Not ready for a conversation? Try the 3-minute stress test.
A credentialed team behind every relationship
Senior planners, operations, and client experience - all working as one.
The Financial Plan Stress Test
Most financial plans look strong in calm markets. The real question is whether they remain reliable when markets decline, tax laws change, or retirement lasts longer than expected.
This 3-minute diagnostic evaluates your plan across four critical dimensions:
- Income Reliability
- Tax Efficiency
- Investment Risk
- Planning Coordination
Estimated time: 3 minutes
Illustrative Example
Illustrative results for educational purposes only. This diagnostic is not financial advice and does not constitute an assessment of an individual's financial situation.
Ready when you are
You don't need another financial plan. You need to know whether yours is built for what comes next.
If you're approaching retirement, navigating a business transition, or managing a financial life that has become more complex, let's find out whether Guided Wealth is the right fit.
45 minutes. Complimentary. No obligation.
Not ready to talk? Take the 3 minute Financial Plan Stress Test.