# Retirement Wealth Guidance

Retirement Wealth Guidance is a Bank / Wealth / Trust based in Albuquerque, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Albuquerque, United States
- **Region:** North America
- **Address:** Albuquerque, NM, United States
- **Assets under management:** Undisclosed
- **Website:** retirementwealthguidance.com

## Regulatory record

- **CRD number:** 313217
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313217

## About

Retirement Wealth Guidance is a state-registered investment adviser in ALBUQUERQUE, NM. It manages $11 million in assets, $2 million on a discretionary basis. The firm has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Retirement Planning

## Questions

### How does Retirement Wealth Guidance construct client portfolios?

Portfolios are built using a goals-based approach that maps liquid assets to specific retirement income needs. The firm uses diversified allocations across public equities, fixed income, and mutual funds, emphasizing risk management over alternative investments.

### Is Retirement Wealth Guidance a fiduciary?

As a registered investment adviser, the firm operates under a fiduciary standard, meaning it is legally obligated to put client interests first. This structural feature distinguishes it from broker-dealers that operate under a lower suitability standard.

### Does Retirement Wealth Guidance invest in alternative assets?

The firm's investment approach centers on traditional public-market securities and mutual funds. There is no public indication of allocations to private equity, hedge funds, or direct real estate, keeping the strategy accessible and liquid for retirement-focused clients.

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Last updated: 2026-06-03T20:00:00.000Z

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