Broker Check

Why GuidePoint Private Wealth Management, PLLC?

Because your needs are complex, our services are comprehensive. Wealth management is more than just investment advice and pie charts. It encompasses all parts of an individuals personal and professional life. As a client of GuidePoint you join a boutique firm and our community of clients who benefit from our transparency and comprehensive process-driven approach to managing wealth. 


No one likes to experience bad service especially when it comes to planning for the future and the financial welfare of you and your loved ones. We take a high touch approach to working with clients in delivering a fiduciary level of care.


At GuidePoint we are committed to full disclosure. As a client, you will not only know how GuidePoint is being compensated, but also the value of the services you are receiving.  If there are any conflicts of interest, those too will be fully disclosed. At the same time it is important as a client to provide all of the information requested to uncover the best possible financial solutions for you. And if your circumstances change, it’s important that those changes be communicated.


Ultimately GuidePoint is accountable to you and that is why we created our process-driven approach. We will also work with your other trusted advisors, such as your CPA and Attorney, or other professionals who are involved in assisting you manage your personal and financial affairs. This allows us to provide the best comprehensive care and desired outcomes to our clients.