Getting Started

Your money and investments are safely held at Fidelity’s National Financial Services, one of the industry’s leading providers of safeguarding assets and investments (custody of assets). Guident Wealth, &Partners, and Fidelity all work together to help meet our fiduciary obligations, safekeep your assets and enable excellent service.

We are proudly partnered with &Partners, a wealth management firm with industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning.

We believe in combining systematic processes with genuine relationships. Our unique processes ensure consistency, our authentic care ensures understanding. We start every meeting by asking what’s on your mind, because listening comes before planning.

We begin with an “Are We a Fit?” meeting to ensure mutual alignment. From there, we apply our detailed planning process while maintaining flexibility to address what matters most to you. We get excited about creating spreadsheets and solving complex problems, always with your goals in mind.

We work with people who value both thorough planning and genuine relationships. Many of our clients are busy professionals who appreciate our attention to detail and systematic approach, allowing them to focus on their careers and families.

We work with Fidelity Investments through National Financial Services LLC for asset custody, combining institutional strength with our personalized guidance.