Principal
CurrentGuide Wealth Management is a Registered Investment Advisor firm based in New York. We offer full service wealth management services to high net worth individuals, and the emerging affluent. Guide operates in a Fee Only capacity. This is tremendously important to understand, it means that we refuse to accept any commission or kickbacks from the investment choices that are proposed to our clients, aligning us with you. We believe in strategic asset allocation, matching your financial needs to an asset allocation that is designed to achieve them with the minimum amount of risk, and the highest amount of efficiency. We implement our strategies using low cost ETFs and individual stocks and and bond positions where appropriate.Every client is unique. We take the time to learn what you need, and offer sophisticated strategies to achieve your goals.