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Guide Wealth Management
Guide Wealth Management is a Registered Investment Advisor firm with offices in New York, and Washington D.C. We offer full service wealth management...
Overview
Guide Wealth Management is a Registered Investment Advisor firm with offices in New York, and Washington D.C. We offer full service wealth management services to high net worth individuals, and the emerging affluent.
General information
Firm type
RIA
Year founded
2004
Location
Region
North America
Country
United States
City
Bethesda
Corporate office
Bethesda, MD, United States
Principals
Joseph Deitch
Founder and Chairman
Sector focus
Frequently asked questions
Who runs investment decisions at Guide Wealth Management?
Joseph Deitch, the firm's founder and chairman, sets the overarching investment philosophy. Day-to-day portfolio construction and management decisions are executed by the firm's internal investment committee, which follows a passive, evidence-based approach centered on low-cost exchange-traded funds and institutional mutual funds.
Is Guide Wealth Management a fiduciary?
Yes. Guide Wealth Management operates as a fee-only registered investment advisor (RIA), which legally obligates it to act as a fiduciary in all client relationships. The firm does not accept commissions or sell proprietary products, and compensation comes exclusively from client-paid advisory fees.
Does Guide Wealth Management custody client assets itself?
No. Guide Wealth Management does not hold client assets directly. Accounts are custodied at third-party institutions — primarily Charles Schwab and Fidelity — where the firm has authority to trade on a discretionary basis under client advisory agreements.
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