1225 State Route 31 Building C, Suite 324

Lebanon, New Jersey 08833

1225 State Route 31 Building C, Suite 324 Lebanon, New Jersey 08833

Protect, Grow, and Reduce Taxes on Your Wealth

As featured in

Our Mission

At Guidance Wealth Advisors, our mission is to help affluent families, foundations, endowments, and companies invest with purpose. We help determine their unique financial goals and build a custom-tailored portfolio engineered to meet their needs.

Our Values

Independence.

Our first and only allegiance is to you. We don't answer to any other company or favor any particular asset class. We have and always will put our clients first.

Integrity.

When Guidance Wealth Advisors act as your investment adviser, we are considered fiduciaries. This means we are legally and ethically required to put your best interest before our own.

Stewardship.

We are a family-oriented business which means we're not just a resource for you—we're also here for your spouse, your children, and your grandchildren.

Resourcefulness.

We make it our business to learn everything we can about our industry and align ourselves with resources that make our clients lives’ easier. We strive to constantly improve ourselves with training, certifications, and innovative thinking.

Meet The Team

Nick Guida

Founder & CEO

Coming from humble beginnings, Nick experienced first-hand the challenges that coincide with growing up in that environment. From an early age, he promised himself that as an adult, he would provide his family a lifestyle where finances were not a constant obstacle. Little did he know that his career path would be helping others do the same.

Dr. Melat Worku

Business Strategist

Heather Crump

Client Services Specialist

Jeanette Stamm

Executive Assistant

Jeanette Stamm

Executive Assistant

Michael Wall

Strategic Connection

Dalton Helvey

Strategic Connection

Wade Behlen

Managing Director of Retirement Plans

Chris Heerlein

Businesses Consultant

Michael Wall

Strategic Connection

Dalton Helvey

Strategic Connection

Wade Behlen

Managing Director of Retirement Plans

Chris Heerlein

Businesses Consultant

Services

Our Financial Planning Process

The Efficient Portfolio™

The Efficient Portfolio™ is a proprietary process owned by US Private Wealth . Guidance Wealth Advisors has exclusive access to be able to implement this through our strategic connection with U.S. Private Wealth.

We believe that combining efficiency and quality resources equal the greatest asset of all: time. We take the time to look where others don’t, for opportunities to reduce your tax liability and amplify your legacy. Utilizing The Efficient Portfolio™, we will create a custom financial plan designed to help you reach a higher state of financial confidence and well-being. 

Phase 1

Discovery.

Ensuring value on both sides of the relationship.

Education.

What you need to know

Phase 2

Creating a plan.

Custom-tailoring your own Financial Blueprint.

Transition.

Transferring the accounts

Phase 3

Implementation.

Deploy your personalized Blueprint

Delivery.

Finalization & Access

Moving forward, we’ll be proactive in managing your portfolio. We’ll be bringing well-vetted deals, strategies, and advice to the table that we feel you should know about. We will share with you our opinions, publications, and third-party pieces about relevant topics of interest via email, social media, video technology, and in person settings. You’ll also have an online portal where you can view your portfolio whenever you like. We’ll schedule ongoing progress meetings (virtual or in-person) that are mutually convenient. In between progress meetings, we’ll see you at client appreciation events we host throughout the year. Together, we’ll create a relationship that allows us to collaborate as needed.

Download a complimentary copy of Nick's book!

Do you want to generate cash flow from your investments?  Are you concerned about being overly reliant on the stock market for growth? Download a free copy of our E-book to learn about some concepts that can help. Register here to receive The Book on Retirement, A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams!

Upcoming Events

Uncovering Investment Secrets for Wealthy Investors.

February 23, 2023
6:00pm
EST

Uncovering Investment Secrets for Wealthy Investors.

February 28, 2023
6:00pm
EST
All registrations are subject to qualifications. Our office will be in touch to confirm your registration and provide more details.

Register For Event

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