Gain From an Independent Perspective
We are passionate about helping you achieve your financial objectives.
Since 1980, members of our team have been helping clients address their personal and business financial goals.
Our professional team has more than150 combined years of dedicated personalized services to our clients. Guided Professional Solution's Wealth Managers hold many of the industry's most coveted professional designations, including: Certified Public Accountants (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), Certified Wealth Preservation Planner (CWPP), Certified Wealth Strategist (CWS®), Certified Fund Specialist (CFS).
At Guided Professional Solutions, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Close alliances with other professional organizations add to our knowledge base. These alliances include:
We can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Designations: Chartered Financial Consultant, Certified Wealth Preservation Planner
Designations: Certified Financial Planner™, Certified Wealth Preservation Planner Certified Fund Specialist
Director of Operations
Most of our clients never get to meet Camille. If they did, they would meet an engaging and remarkable talent. She is our Director of Operations and has been for fifteen years. A consummate professional, Camille Furlong brings...
Client Relations Manager
ExperienceJaimie Blackman’s twenty five years of work experience span the fields of finance, education and information technology. Prior to establishing BH Wealth Management, he was Vice-President of Investments with UBS....
Senior Investment Analyst
Director, Research Strategy and Development