Our Service Advantage: As an independent boutique financial services firm and fiduciary, we operate free of product sales quotas or hidden agendas.
We go beyond traditional investment advice by offering comprehensive tax-integrated financial planning and multi-generational wealth strategies.
Our proprietary planning tools, concierge-style service, and holistic approach set us apart. Clients receive a dedicated team, not just an advisor, and we often serve as the “quarterback” for all facets of their financial lives.
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. GP360™ integrates investment management, tax strategy, estate planning, business planning and risk management into a streamlined, proactive roadmap that evolves with each client’s objectives.
Integrity First – We act in our clients’ best interests, always.
Clarity & Simplicity – We demystify complex financial concepts.
Client-Centered – Relationships drive everything we do.
Excellence – We deliver high-level expertise with attention to detail.
Accountability – We own our recommendations and actions.
Our firm culture blends professionalism with empathy. We foster a collaborative environment that supports lifelong learning, work-life balance, and team-driven success.
We go beyond traditional investment advice by offering comprehensive tax-integrated financial planning and multi-generational wealth strategies.
Our proprietary planning tools, concierge-style service, and holistic approach set us apart. Clients receive a dedicated team, not just an advisor, and we often serve as the “quarterback” for all facets of their financial lives.
As an independent boutique financial services firm we operate free of product sales quotas or hidden agendas.
We also offer a powerful integrated solution by aligning the experience of REB CPA* and GuidePoint Wealth Management. This collaboration provides clients with direct access to comprehensive tax planning and advisory services alongside tailored wealth management. Together, we deliver a seamless, high-touch experience designed to optimize outcomes, minimize tax liabilities, and simplify the financial lives of our clients.
Holistic Wealth Management
• Tax-Smart Retirement Income Strategies
• Business Planning
• Trust & Estate Planning
• Multigenerational Wealth Transfer
• Investment Management
• Risk Mitigation & Asset Protection
We serve high-net-worth individuals, business owners, and retirees seeking strategic guidance tailored to their complex needs.
As a CEPA® (Certified Exit Planning Advisor) credential holder, we specialize in working with business owners to prepare both their business and personal financial life for a successful transition. Using the proven Value Acceleration Methodology™, we help owners grow enterprise value, align financial goals, and develop exit strategies that preserve wealth and legacy.
We’ve helped clients exit businesses tax-efficiently, transition wealth across generations, and retire confidently with detailed income roadmaps.
We also helped clients find peace of mind in proper estate planning techniques and educate those who find themselves in complicated estate settlement situations on the best course of action.
In the community, we’ve hosted financial education and literacy workshops and provided pro bono planning for families navigating unexpected medical or life events.
We actively support local nonprofits through volunteer hours, sponsorships, and charitable donations. Our team regularly participates in community service initiatives, and we prioritize sustainable, responsible investment strategies when aligned with client values.
Our team is comprised of professionals and credentialed advisors recognized for excellence. We’ve been featured in local media for our work in guiding small business owners through succession planning. In addition, our growth and client retention rates speak to the trust and results we’ve consistently delivered.
Looking ahead, our vision is to expand our impact by deepening our technology integration, training the next generation of advisors, and offering even more sophisticated planning tools for complex client needs. We aim to be the go-to partner for business owners and families seeking clarity and control over their financial future.
As we move forward, we remain grounded in our promise to Elevate | Evolve | Protect delivering clarity, adaptability, and protection through every season of our clients’ financial journey.