Guided Capital Wealth Management
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/
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Verified contacts
6
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5
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Distinct roles
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Tech stack
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CT
Connor Tomlinson
Wealth Management Associate · Finance & Accounting
EmailPhone - KL
Kyle Louvar
Chief Executive Officer · Other
EmailPhone - CG
Corina Guerrero
Director of Client Relations · Customer/Client Service
EmailPhone - MH
Mariam Hernandez
Vice President - Client Relations · Sales & Business Development
EmailPhone - PI
Peter Ivanyi
Wealth Management Advisor · Finance & Accounting
EmailPhone - NL
Nicole Louvar
Chief Operating Officer · General Business & Management
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Guided Capital Wealth Management
6 distinct titles indexed · top 6 shown.
- 1chief executive officer
- 1chief operating officer
- 1director of client relations
- 1vice president - client relations
- 1wealth management advisor
- 1wealth management associate
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