This is the most important financial chapter of your life.We plan like it.
Most financial plans are built around a template. The families we work with don't fit one.
Who We Work With
We work with a specific kind of family. One that has spent decades building significant wealth - and is now facing the most consequential financial decisions of their life.
You're within five years of retirement with $1 million or more
You've done the hard part. Now the questions are different - and the stakes of getting them wrong are higher than they've ever been.
You suspect your current plan wasn't built for this moment
It may have served you well getting here. But where you're going requires something different.
Your financial life has more complexity than a standard plan can handle
You know it. You just haven't found a firm that does too.
If this is where you are, we built this for you.
Trusted by executives and families from*
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Why Guided Wealth
A Higher Standard of Financial Planning
For families with meaningful wealth, financial planning should go far beyond managing investments.
Planning That Goes Deeper
Many financial plans are created in only a handful of meetings and focus primarily on portfolios.
Our planning relationships begin with a far more comprehensive process. We spend significant time in the first year working through retirement income strategy, tax planning, estate coordination, and investment decisions. Complex financial lives deserve more than occasional reviews.
Strategy That Is Fully Coordinated
Important financial decisions rarely exist in isolation. Investment strategy, tax planning, retirement income, and estate planning must work together to produce the best long-term outcomes.
We work alongside your CPA and estate attorney to help ensure your financial strategy functions as a coordinated plan rather than a collection of separate decisions.
Expertise You Can Verify
Thoughtful financial planning requires deep expertise and ongoing professional development.
Our team holds advanced professional designations and graduate-level education in financial planning, reflecting years of study and a commitment to the highest professional standards.
CFP® | RICP® | WMCP® | FPQP® | M.S. Financial Planning
How We Help
Everything Your Financial Life Deserves
Planning Experience
The Guided Planning Experience
Every relationship begins by listening. From there, a deliberate path - where you always know what comes next and why.
Getting to Know Each Other
A real conversation about your life and goals. No pitch, no pressure - just an honest exchange.
Understanding Your Full Picture
Assets, liabilities, tax situation, estate documents, and what keeps you up at night. Nothing is unimportant.
Turning Complexity Into Clarity
We identify gaps and surface opportunities most plans miss. Scattered pieces become a coherent whole.
Building Your Plan
A coordinated strategy spanning investments, taxes, insurance, and estate - designed for your life.
Putting It Into Motion
We handle execution alongside you, coordinating with your CPA and professionals so everything moves together.
A Relationship That Grows With You
Through market shifts, family milestones, and every decision that matters - for as long as you'll have us.
Credentialed Professionals, Personal Relationships
Every client works directly with a senior advisor. We take on fewer relationships so we can go deeper in each one.
Blake Barbosa, CFP®, MSFP, RICP®, WMCP®
Founder & CEO
Blake founded Guided Wealth for families who deserve more than a standard plan. His clients say it's the depth of the relationship that makes the difference.
Carolyn Pratt, FPQP®
Senior Financial Planner
Carolyn brings precision and care to the planning experience, ensuring every strategy is executed with detail and follow-through.
Stefano Lanci, WMCP®
Director of Business Development
Stefano builds the relationships that bring the right clients to the right firm.
Jenna Smith
Director of Operations
Jenna keeps every detail running behind the scenes, making sure your experience is seamless from the first conversation forward.
Debbie Moreau
Director of Client Experience
Debbie is the welcoming voice behind every interaction, ensuring every client feels known, valued, and taken care of.
The Financial Plan Stress Test
Most financial plans look strong in calm markets. The real question is whether they remain reliable when markets decline, tax laws change, or retirement lasts longer than expected.
This 3-minute diagnostic evaluates your plan across four critical dimensions:
- Income Reliability
- Tax Efficiency
- Investment Risk
- Planning Coordination
Estimated time: 3 minutes
Insights