123 2nd Avenue South
It is what the client gets out of it."- Peter Drucker
A relationship built on trust
We believe the foundation of our client relationships is built on trust, a high level of client service, and open communication.
Our mission is to create the most effective financial plan that is tailored to each individual's unique needs.
How we have you reach your goals
We plan to reach this goal in a number of ways. First, we keep in direct contact with our clients and remain updated on the tools needed to stay ahead of the markets.
Second, we take the time to get to know and understand each individual's personal situation, then develop a wealth management plan to meet their needs.
And thirdly, through portfolio reviews and open communication, we evolve and adjust the plan as individual needs change.
Dedicated to helping you
By working with the Guillou Wealth Advisory Group, you have chosen a group of professionals who are dedicated to helping you meet your short-term and long-term financial goals.