Guided Capital Wealth Management was founded on our passion to provide objective fiduciary advice and guidance to help navigate you along your path to achieving financial wellness. Our CEO, Kyle Louvar spent 9 years working for one of the largest brokerage firms on Wall Street. He realized that some of the corporate driven initiatives and commission-based products created potential conflicts of interest when it came to advising clients.
Guided Capital Wealth Management holds itself as a fiduciary, offering fee-based advice, guidance and education. We believe that this helps mitigate potential conflicts because we are not paid commissions for the investment products we recommend. We have no corporate driven initiatives to push products our client may not need or want. We simply do what is in the best interest of our client, at all times.
To learn more, please visit https://guidedcapitalwealth.com/
Company Details
- Employees
- 5
- Founded
- -
- Address
- 24 Greenway Plaza,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://guidedcapitalwealth.com/
- Keywords
- Financial Planning, Retirement Planning, Estate Planning, Risk Management, Investment Management, Employee Benefits Planning, College/Private School Savings Planning, Tax Minimization, Retirement Plan Fiduciary Advisor, Business Succession, Net Worth Analysis, Retirement Plan Fiduciary.
- HQ
- Houston, Texas
Guided Capital Wealth Management Questions
Guided Capital Wealth Management's website is https://guidedcapitalwealth.com/
Guided Capital Wealth Management's LinkedIn profile is https://www.linkedin.com/company/guidedcapitalwealth
Guided Capital Wealth Management has
5 employees.
View email and phone details for 5
employees at Guided Capital Wealth Management.
Guided Capital Wealth Management's industry is
Investment Management
Guided Capital Wealth Management's top competitors are
The Targeted Strategies Group,
Stephens Investment Management Group,
Hornor, Townsend & Kent,
Corient,
Principal Asset Management,
Corda Investment Management,
Mckinney Capital Management,
Lpl Financial,
Oppenheimer & Co. Inc.,
Quad.
Guided Capital Wealth Management's categories are Investment Management
Guided Capital Wealth Management's founding year is 2018
