Guanill Wealth Management

Specialties

Guanill Wealth Management & Insurance Services, Inc. is a full service investment management & retirement planning firm. Our holistic approach to wealth management takes into account all aspects of your financial life. This includes estate & tax planning, investment management, life insurance, annuities, real estate, mortgage, and estate settlement. Our multi-​manager investment portfolios aka: Formula Folios is among the most efficiently managed portfolios in the investment industry.

History

Established in 2006.

In 2006 Ed Guanill, President & Founder, established a whole sale financial planning and insurance brokerage firm as E. S Guanill Financial & Insurance Services.

In 2014 Ed rebranded his company as Guanill Wealth Management. Ed was featured in the May 26, 2014 America’s Financial Leaders section of Forbes Magazine. Ed is a Registered Financial Planner, a member of The Financial Planning Association, and a member of The National Ethics Association.

Meet the Business Owner

Ed G.

Business Owner

Over the years Ed has helped families protect & shield their assets from market risk by using sound financial principles. By helping his clients develop multiple streams of income they can never outlive in retirement, Ed helps his clients enjoy a comfortable and stress free retirement. Ed has helped other advisors grow their practice and is a recognized leader in the financial services industry. Ed has served as VP of Investments with other firms as recently as 2014, all the while maintaining his own private practice.