My team and I oversee and coordinate the financial affairs for a select group of families and small business owners. We are extremely passionate about our clients! Helping them achieve their most cherished financial goals is what drives us on a daily basis.

By using our unique talents, tools, experience and creative problem solving, we are able to provide our client families with an integrated, holistic, customized financial strategy.

Our clients tell us they have a feeling of confidence from having greater clarity and structure in their financial lives.

Our clients tell us they feel comfort in knowing they have a trusted team and advocate to help guide them through all of the various stages of their lives.

Our clients tell us they have a greater feeling of assurance that comes from having a long-term relationship based on understanding and communication.

We're open to a conversation to see if we may be able to assist you with your financial strategy.

Let's grab a cup of coffee and have a virtual meeting.

Best Regards and Safety,
Guy Weinhold

Focus areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Charitable Giving
  • Intergenerational Planning
  • College Savings

My Personal Interests

  • Wine Collecting/Enthusiast
  • Golfing
  • Tennis
  • Traveling
  • Music

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More