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.

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.

The firm relies heavily on an organic, media-driven acquisition model. Founder Joseph Deitch has published multiple personal finance books and appears regularly as a commentator on outlets like CNBC. That public profile, combined with client referrals, is the firm's primary growth engine rather than aggregator platforms or third-party lead generators.

Yes. Beyond investment management, the firm integrates financial planning, tax strategy, and estate coordination into its service model. This multi-disciplinary approach is designed to serve affluent households and small-business owners, typically with investable assets above $500,000.

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.