Wealth brings opportunities
and challenges.

Clarity and Confidence

We bring clarity and confidence.

Start Your Journey

Start your journey with us.

Get Started Now

Passion for Excellence

To set and achieve high standards in everything we do.


To maintain integrity as a firm, and as individuals, in how we act and in everything we do.

The Journey

To find joy in the journey by pushing ourselves and encouraging those around us to do the same.



To maintain a healthy balance between our personal and professional lives.


To be careful and responsible stewards of our client’s economic, social, and human capital.


To strive to be the best we can be personally, professionally, and financially.

Clarity and Confidence

Guidance Capital Management Group is an accomplished team of financial professionals with over fifty years of combined industry experience. Our deep understanding of markets, specialty products, and planning strategies provide clarity and confidence to our valued clients.


Our Mission

Our mission is to help you plan for your future, measure your performance, and make necessary updates along the way until your goals become accomplishments.


Investment Management

Comprehensive Financial Planning

Retirement Planning

Education Savings Planning

Estate Planning

Tax Planning

Insurance Planning

Get Started

Life is a journey; get started now with Guidance Capital Management Group, and let us help you make the most of yours.  Click the button below to learn more.