Guided Wealth Management, LLC

Guided Wealth Management, LLC Guided Wealth Management is an independent, full service financial services company based in West Chester.

Securities and investment advisory services offered through Founders Financial Securities, LLC, Member FINRA/SIPC and Registered Investment Advisor

The family keeps on growing! This summer, Michelle went down to Ocean City Maryland with her mom's side of the family. T...
08/31/2026

The family keeps on growing!

This summer, Michelle went down to Ocean City Maryland with her mom's side of the family. The crew had to rent multiple houses in Ocean Pines to fit all of the aunts, uncles, nieces, and nephews, but they were able to squeeze together for a family dinner at Michelle's house for one of the nights.

Even sunburnt and sandy from a day at the beach, it's always nice to have the whole family gathered in one place. We counted 37 people who were able to make the trip to the beach this summer. How many can you count?

According to the Social Security Administration, 97% of adults between ages 60 and 89 will take social security in their...
08/27/2026

According to the Social Security Administration, 97% of adults between ages 60 and 89 will take social security in their lifetime. Needless to say, we get asked a lot of questions about social security, but the top two questions we receive are:

1. When should I take social security?
2. How can I maximize my social security benefits?

For general information answering these two questions, read our article, "Social Security: Maximizing Benefits," found here: https://www.guided-wealth.com/resource-center/retirement/maximizing-your-social-security-benefits

For individual advice, schedule an initial, no-cost consultation: [email protected]/?ismsaljsauthenabled=true" rel="ugc" target="_blank">https://bookings.cloud.microsoft/book/[email protected]/?ismsaljsauthenabled=true

In 1988, President Ronald Reagan declared August 21st as National Senior Citizens Day, honoring the impact of older gene...
08/21/2026

In 1988, President Ronald Reagan declared August 21st as National Senior Citizens Day, honoring the impact of older generations and supporting their health, dignity, and independence.

In addition to celebrating the seniors in your life, today is also a great day to think about your own future. Make sure you're set up for success in your golden years with a retirement income plan.

Get started by scheduling an initial, no-cost consultation with Guided Wealth: [email protected]/?ismsaljsauthenabled=true" rel="ugc" target="_blank">https://bookings.cloud.microsoft/book/[email protected]/?ismsaljsauthenabled=true

Despite all the big changes happening in their lives, Stacey and her girls were still able to hit the beach this summer!...
08/18/2026

Despite all the big changes happening in their lives, Stacey and her girls were still able to hit the beach this summer!

Stacey's eldest daughter, Kenya, is about to leave for grad school, and her younger daughter, Keisha, is heading into her senior year of college. Wish them luck on the upcoming semester! Hopefully, they'll study hard and be just as smart as their mom someday. 🧠💡🧐

This week, the Sianos got some ax-ercise! Gary's nephew, Joseph, planned a family fun night at a local ax-throwing facil...
08/17/2026

This week, the Sianos got some ax-ercise!

Gary's nephew, Joseph, planned a family fun night at a local ax-throwing facility, Bury the Hatchet King of Prussia PA Axe Throwing. Gary, Tara, and Michelle all joined in on the fun, along with some other members of the Siano crew. Despite being newbies, the group hit quite a few bullseyes and trick shots!

Next time you talk to Gary, ask him about hitting just the right ring on the target to win the game for his team twice in a row!

All in all, the evening really hit the mark. 🎯

Tara and Gary have been busy with out-of-town guests for the past two weeks - and now that they're gone, we miss them al...
08/11/2026

Tara and Gary have been busy with out-of-town guests for the past two weeks - and now that they're gone, we miss them already!

Tara met Pureum and her son, Wanni, at her part-time job in grad school in South Korea. The rest of the Sianos met Wanni, Pureum and her husband, Taehyung, on their trip to Seoul in 2023. Now, three years later, Gary and Tara hosted the Kim family on their first ever trip to the USA!

We crossed off several items on their checklist, including: Longwood Gardens, Reading Terminal Market, Marsh Creek, the Franklin Institute, Citizens Bank Park, Otherworld, and Hersheypark!

What should we add to their list for their next visit?

Announcing Mr. and Mrs. Colgan! This summer, Jesse married his beautiful bride Sarah on the Chesapeake Bay. Wedding gues...
08/09/2026

Announcing Mr. and Mrs. Colgan!

This summer, Jesse married his beautiful bride Sarah on the Chesapeake Bay. Wedding guests enjoyed cocktails, crab cakes, and cannolis while celebrating the happy couple. We're overjoyed that Jesse could find someone as driven and thoughtful as Sarah, and that Sarah could find someone as fun and devoted as Jesse.

Join us in congratulating the two on their beautiful day and wishing them the best of luck as they start their future together!

Social media is full of self-proclaimed "nutritionists" promising to help you make healthy decisions. The problem? Not o...
08/01/2026

Social media is full of self-proclaimed "nutritionists" promising to help you make healthy decisions. The problem? Not only do many viral diet trends lack evidence, but they are also pricey!

Make your next trip to the grocery store a little less expensive by avoiding these 4 money-draining food myths. Your body (and wallet) will thank you.

These food myths will really put a drain on your wallet.

Remember Tara's first tomato? Well look at her harvest now!As a reminder, Jesse gave Tara a few tomatoes, peppers, and h...
07/31/2026

Remember Tara's first tomato? Well look at her harvest now!

As a reminder, Jesse gave Tara a few tomatoes, peppers, and herbs to start a backyard garden on her deck. So far, the basil has made a delicious panzanella while the mint has jazzed up lemonade and watermelon-and-feta salad all summer long.

Tara will be sure to make good use of her celery, tomatoes, and peppers as she continues to harvest. 🌱

At Guided Wealth, we’re often asked what someone in their 50s should be doing to prepare for retirement. Here are 5 help...
07/30/2026

At Guided Wealth, we’re often asked what someone in their 50s should be doing to prepare for retirement. Here are 5 helpful things to do besides piling up your savings.

After all, retirement is easier when your big purchases and big risks are paid for in advance. It’s easier to buy large items, like new homes and new cars, while you still have a W-2 and your buying power is at its strongest.

And of course, talk to a Retirement Income Certified Professional for a personalized checklist to prepare you for your retirement years. At Guided Wealth, we’re always here to help.

Address

535 N Church Street, Suite 202
West Chester, PA
19380

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16107018427

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