Why Guidance

A Completely Independent Practice

As a completely independent financial planning practice, Guidance Capital Management Group has the ability to provide our clients with top quality money managers and products, not proprietary managers or products pushed by a higher corporate entity. We have the freedom to hand select managers in every aspect of investing that suit our clients’ needs.

Our clients profit from the specific attention that our team of professionals is able to provide. With years of experience in a variety of specialized fields, our team is equipped to tackle your specific financial objectives. We aim to deliver a level of personal service that is unmatched in our industry. It’s part of the confidence and clarity you can expect when you work with Guidance Capital.

Ron Gossman

Ron Gossman Senior Wealth Manager

“Our focus is on keeping a balance between safety and return. While making money is important, protecting that money is just as significant. Our goal is to strategically design portfolios that deliver satisfying returns with less volatility.”

Our Process

Our clients greatly appreciate the consistency and surety that is deeply integrated into our proposal and review process.

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Services

Our in-house specialty is comprehensive financial planning and investment management.

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