Guide Wealth Management
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
New York, Ne 10022
Beacon, NY 12508
Washington, DC 20009
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Matthew Hague is a fee-only financial planner serving with offices in Manhattan, the Hudson Valley, and Washington D.C., serving clients locally and across the country. Guide Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Matthew Hague is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Hi. I’m Matthew Hague, I formed Guide Wealth Management because I believe that people deserve access to high quality, Fee Only advice for their financial lives. Financial products and knowledge can be needlessly complicated or opaque, and I work with my clients to help guide them through the decisions that they need to make to achieve their goals.
I’ve been fortunate enough to work with many cultures and environments in my career, including assignments to Asia, and bring a dynamic and seasoned approach to the table.
Originally from the UK, I studied financial planning at NYU and since obtaining the Certified Financial Planner™ certification became an Enrolled Agent with the IRS. I’m currently enrolled in study towards becoming an NTPI Fellow® which is focused on taxpayer representation in front of the IRS.
On a personal note, we now live in the Hudson Valley of New York, moving here from Brooklyn after the birth of our Son. We work with clients on a National and International basis, either in person, on the phone, or using the internet.
Guide Wealth Management is a private wealth management firm headquartered in New York. The firm was born out of a desire to provide a sophisticated wealth management solution which puts the client first. We are trying to bring together the best of the industry, taking best practices from the CFP Board for our planning process, innovative solutions to investments, and tax savvy strategies to ensure you grow, and protect your wealth.
Our goal is to help you lead a great life, and be a long term partner to help you navigate the financial decision making process. We work with retirees, successful entrepreneurs and individuals and families of high net worth. At Guide we also appreciate that those starting out have important financial decisions to make, and we are happy to work with the emerging generation should the fit be right.
Guide Wealth Management is a Fee Only firm, we receive no compensation other than directly by the client.
Guide Wealth Management acts a fiduciary, held to the highest standards of care, by law.
Best in class
Our advisors are highly trained professionals, and we invest annually in ongoing education.