Built for Today's Busy Professionals

Our Story

Times change, but the financial industry is not always fast to respond.  We saw it ourselves as long-time Houston financial planners and advisors.  Many of our clients’ younger family and friends wanted something different than the usual office-based, traditional approach.  So we set out to create a better solution:

  • More convenience. You want the convenience of interacting with your financial professional virtually, by email or online conference.
  • More collaboration. You want more of a financial coach instead of an old-fashioned “advisor”.  Someone who explains everything in plain English and who will hold you accountable to your own goals.
  • More technology. You want great tools so you can view your entire financial picture and account performance anytime, anywhere.
  • More transparency. You want simple, straightforward pricing with no hidden fees.

The result?  Guided Wealth Management was born.  With Guided, we created a service designed for today’s professional.  You get the custom-tailored financial planning and investment management that helps you succeed, but everything is done in a technology-driven, easy to understand and collaborative environment.  With technology doing much of the heavy lifting, we can focus on the issues that are most important to you. With Guided, you get the help you need in one easy-to-use service.


Ready for a Financial Checkup?

Schedule your complimentary 45 minute financial review session today.