GuidePoint PWM Merger with Wagner Financial Services
We are excited to announce that Wagner Financial Services, LLC has merged with REB CPA, PLLC and GuidePoint Private Wealth Management.
You deserve a financial partner who sees the full picture. GuidePoint Private Wealth Management combines the insight of a seasoned financial advisory team with tax-smart strategies to help you align life and money—whether you are building personal wealth, safeguarding family assets or preparing a company for transition.
GuidePoint Private Wealth Management with locations in Phoenix and Scottsdale serves clients across Arizona and beyond. We deliver holistic wealth management that simplifies complexity, clarifies next steps and moves you closer to your financial goals.
Building and preserving your private wealth requires a strategic approach to investment management. By implementing disciplined investment strategies, individuals can optimize their financial growth over time. Additionally, incorporating tax-efficient retirement planning is essential to ensure that wealth is maintained and maximized for future needs.
We help you to navigate your life changes, career moves, liquidity events and inheritance events with clear, unbiased guidance.
Coordinating multigenerational wealth transfer is essential to ensure that loved ones are well protected. Effective trust design and comprehensive estate planning play a crucial role in preserving family legacies. By taking these steps, families can secure their financial future and maintain their values for generations to come.
We will guide you according to your values for family planning, helping you address education funding, charitable giving and risk management without sacrificing your current lifestyle goals.
Thorough business planning can significantly enhance your company’s valuation. We provide experience and guidance tailored to your business’s unique financial goals. We help you navigate complex strategies for succession planning, liability protection, and liquidity management. Working with GuidePoint allows to focus on growing your business and ensuring its long-term financial health.
Our guidance makes your business more attractive to potential buyers. We provide a clear exit roadmap to strengthen your positioning for a smooth and successful business exit.
You deserve a financial partner who sees the full picture. GuidePoint Private Wealth Management combines the insight of a seasoned financial advisory team with tax-smart strategies to help you align life and money—whether you are building personal wealth, safeguarding family assets or preparing a company for transition.
GuidePoint Private Wealth Management with locations in Phoenix and Scottsdale serves clients across Arizona and beyond. We deliver holistic wealth management that simplifies complexity, clarifies next steps and moves you closer to your financial goals.
Building and preserving your private wealth requires a strategic approach to investment management. By implementing disciplined investment strategies, individuals can optimize their financial growth over time. Additionally, incorporating tax-efficient retirement planning is essential to ensure that wealth is maintained and maximized for future needs.
We help you to navigate your life changes, career moves, liquidity events and inheritance events with clear, unbiased guidance.
Coordinating multigenerational wealth transfer is essential to ensure that loved ones are well protected. Effective trust design and comprehensive estate planning play a crucial role in preserving family legacies. By taking these steps, families can secure their financial future and maintain their values for generations to come.
We will guide you according to your values for family planning, helping you address education funding, charitable giving and risk management without sacrificing your current lifestyle goals.
Thorough business planning can significantly enhance your company’s valuation. We provide experience and guidance tailored to your business’s unique financial goals. We help you navigate complex strategies for succession planning, liability protection, and liquidity management. Working with GuidePoint allows to focus on growing your business and ensuring its long-term financial health.
Our guidance makes your business more attractive to potential buyers. We provide a clear exit roadmap to strengthen your positioning for a smooth and successful business exit.
One of the core differentiators of GuidePoint Private Wealth Management is our proprietary GP360™ Custom Wealth Process, a holistic, client-first framework that coordinates all aspects of a client’s financial life.
At GuidePoint, we go beyond traditional portfolio management — blending disciplined investing with tax-smart strategies tailored to high-net-worth families and business owners.
Insurance is the protection of assets from financial loss and is a form of Risk Management in which the policy owner transfers risk to an insurer. For high-net-worth families and business owners, it’s more than just coverage
Estate & Trust Planning Strategies are an essential and highly effective part of our unique process-driven approach in the management of wealth. For high-net-worth families and business owners, advanced planning techniques — such as sophisticated trust structures, tax-efficient wealth transfer strategies, and philanthropic planning — help ensure assets are preserved, protected, and passed on according to your wishes. Our goal is to reduce tax exposure, avoid unnecessary complexity, and create a seamless plan that safeguards your legacy while giving your family clarity and peace of mind for generations to come
We believe achieving wealth should be more than numbers on a statement or in a bank account — it should be the fuel for the life you’ve always imagined. Many high-net-worth families and business owners experience a major liquidity event but haven’t prepared for their “second act.” It’s not just about financial security, it’s about creating a life rich in meaning, freedom, and purpose. By turning wealth into life experiences, your personal plan helps prevent stress, uncertainty, and loss of purpose that often follow a business or retirement transition, giving you clarity, fulfillment, and confidence for the future.
True wealth management goes beyond a standard financial plan. At GuidePoint, we design tailored strategies that account for every variable impacting your wealth — investments, taxes, business value, estate planning, and lifestyle goals. For high-net-worth families and business owners, this means more than just growing assets—it means integrating all aspects of your financial life into a cohesive plan that adapts to change, minimizes risks, and maximizes opportunities. Our goal is simple: provide clarity, confidence, and control so your wealth serves you today and supports your legacy tomorrow.
Our proprietary GP360 roadmap unites investment management, risk mitigation, estate planning and tax planning into one coordinated strategy.
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GuidePoint is committed to understanding the unique needs and resources of their clients to formulate a prudent investment strategy...
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Insurance is the protection of assets from financial loss and is a form of Risk Management in which the policy owner...
READ MORE >>
Estate & Trust Planning Strategies are an essential and an highly effective part of our unique process-driven approach in the management of wealth...
READ MORE >>
A personal customized financial plan is a comprehensive evaluation or picture of your current and future financial state in which we attempt to account for all known variables...
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A personal customized financial plan is a comprehensive evaluation or picture of your current and future financial state in which we attempt to account for all known variables....
READ MORE >>
We are excited to announce that Wagner Financial Services, LLC has merged with REB CPA, PLLC and GuidePoint Private Wealth Management.
If you live in or have visited a big city, you’ve probably run into street vendors – people who sell everything from hot dogs to umbrellas – on the streets and sidewalks.
Regardless of how the markets may perform, consider making the following part of your investment philosophy:
We are excited to announce that Wagner Financial Services, LLC has merged with REB CPA, PLLC and GuidePoint Private Wealth Management.
If you live in or have visited a big city, you’ve probably run into street vendors – people who sell everything from hot dogs to umbrellas – on the streets and sidewalks.
Regardless of how the markets may perform, consider making the following part of your investment philosophy:
