Guanill Wealth Management, Inc. is a California state-registered investment adviser serving Sacramento and surrounding communities, with offices in Sacramento and San Diego. The firm provides financial planning and comprehensive retirement planning for individuals, families, and businesses, aiming to help clients build financial clarity, security, and overall financial health through lasting relationships and personalized guidance.

Its services include asset maximization, income planning, tax strategies, and business and succession planning, as well as support focused on empowering women. Guanill Wealth Management develops custom-tailored investment strategies, using third-party money managers, and may incorporate financial and insurance solutions to address clients’ short- and long-term needs. The firm states that it acts as a fiduciary, putting clients’ interests first, and offers a transparent planning process.

Clients can also use Generational Vault, a service providing round-the-clock access to accounts and important documents in one place. The firm offers educational resources, including seminars, articles, a podcast, and a learning library, and invites prospective clients to schedule a complimentary consultation.