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Are Your Plans Keeping up with Your Dreams?
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About Us
 
"Go confidently in the direction of your dreams.  Live the life you have imagined."
-Henry David Thoreau

 
Wealth Planning & Management, LLC, was founded by John Guy, CFP® in 1997, as a fee-only registered investment advisor (RIA) providing individualized, comprehensive wealth management and investment management services.
Boutique:
 
You benefit from our size.  As a boutique advisor serving high-net-worth individuals, every relationship is important and unique.  With no national ad campaigns, we rely on referrals to grow.  Bigger does not mean better. Better means better!
 

 

Fee-Only:
  
Fee-Only compensation indicates that an advisor never accepts commissions or compensation of any kind related to the products he or she recommends. We only make recommendations in your best interest.