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.
Services
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On-Market and
Off-Market Investments -
Healthcare and Long-Term
Care Planning - Legacy Planning
- Advanced Tax Planning
- Direct Real Estate
- Private Equity
- Correctly Designed Insurance
- Retirement Planning
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Retirement Benefits Plans
(401k, 403b, 457b)
Our Financial Planning Process
The Efficient Portfolio™
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.
Uncovering Investment Secrets for Wealthy Investors.
