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Guidance Wealth , LLC

EST. AUM
$0

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Firm Details

Metro area South Bend
CRD Number
Website wealthenhancement.com
Client types

Overview

Guidance Wealth, LLC is an independent registered investment advisory firm that became part of Wealth Enhancement through a partnership announced as a way to deepen resources and expand the team’s ability to serve clients over the long term. Wealth Enhancement states that the partnership reflects aligned philosophies and values, enabling the Guidance Wealth team to leverage broader comprehensive service offerings while spending more time focused on clients. Wealth Enhancement highlights Guidance Wealth’s reputation for thoughtful, client-centered advice and long-term financial guidance, and notes that the firm is dedicated to improving the quality of its clients’ financial lives through a “build – protect – prosper” approach. Information shared in the announcement indicates Guidance Wealth oversees more than $165 million in client assets and is based in Elkhart, Indiana.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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