Frequently asked questions

what if i need to make a withdrawal?

It's easy! To initiate a withdrawal simply contact the Guided Wealth Support team during their regular business hours.

How are the Guided Wealth Portfolios managed?

For a detailed overview on how Guided Wealth Portfolios are built and managed please download the brochures below. 

What if I want a more personal relationship with my Financial Consultant?

If you prefer a more personal relationship with a Financial Consultant, you may want to explore The Capstone Planning Group's Private Client services. This will provide in-person consultations with a local professional who can offer additional services. 

Client Brochures:

Clients-Investment-Process_Brochure (pdf)


GWP Client Fact Sheet (pdf)


 Check the background of your financial professionals on FINRA's BrokerCheck.