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Welcome to Guillou Wealth Advisory


Dedicated to your journey

Working with the Guillou Wealth Advisory Group, you have chosen a group of professionals who are dedicated to unlocking your potential for wealth accumulation, meet your financial goals and aspirations and provide knowledge, education and support along the journey.


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. We are committed to building solid, long-lasting relationships with our clients.

How we help you reach your goal



We keep in direct contact with our clients and remain updated on the tools needed to stay ahead of the markets. We also provide access to a wealth of educational materials




Personalized Financial Path:

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. This plan encompasses:

  • Financial Planning
  • Investment Management
  • Insurance Planning
  • Tax Planning
  • Business Succession Advisory
  • Estate Planning
  • Philanthropic Strategies



Through client and portfolio reviews to identify new information with an outcome of minimizing risk and maximizing returns.