about-us-1

Our Vision and Philosophy

Our Vision is “To Co-Create a Secure Future” for every stakeholder. We at Guide2Wealth are driven by “Excellence in providing right solutions, Obsessed with Customer Satisfaction” and Our Philosophy is to be known as a  “Household  Finance and Wealth Manager” to every client.

Our Mission

To be known as the most respected, well trusted, Household brand and a One Stop Solution to every Finance and Wealth Management Needs by “Empowering Stakeholders” through networking, educating and Delivering Value for a positive impact.

Our Core Values

  1. Connecting: We at Guide2Wealth believe that meeting and understanding the dreams and Goals of every stakeholder is the key to delivering the unpriced value to every client of the company.   We believe that networking with experts in different fields will help us to fulfil the vision of the company of “Co-Creating a Secure Future to every Stakeholder”  We believe in partnering with experts to fulfil every dream and goal of our clients.
  2. Educating: We believe that Education is the key to have complete control over oneself. Educating our stakeholders is one of the primary focus of the company through face to face programs and webinars from time to time.   Every Stakeholder along with family undergoes education to get the edge and advantage to manage their finances and Wealth.
  3. Empowerment: We believe that client with right knowledge is empowered to make right decision.  We believe that our client should be in complete control of their wealth. Guide2Wealth focused on developing clients for sustainable growth and develop an investor and Wealth manager mindset.
  4. Impact: We believe positive impact is a result of all we do. We believe in developing every client to be on an automatic mode for positive impact.

Our Story

The vision and mission for Guide2wealth Business and Financial Services came into existence when I started talking to few clients in the mortgage broking business.   Whenever I met a client, I understood that most of my clients did not know what they are doing and why they are doing.  When I tried to reason this, every client lacked the basic knowledge.    When I started working with clients, I found not many are well informed about different aspects of their financial needs and they have just associated with people because they need just need help on loan.

Meet the Team

Write something about the people who make your business go or your philosophy behind customer service.
Why? Because people want to know who they’re doing business with. It’s a human thing.

 

Regan McCook

Founder & CEO

Include a short bio with an interesting fact about the person.

 

Eric Teagan

Vice President

Include a short bio with an interesting fact about the person.

 

Timothy Barrett

CFO

Include a short bio with an interesting fact about the person.

Next Steps…

This is should be a prospective customer’s number one call to action, e.g., requesting a quote or perusing your product catalog.


Call to Action