Client Insights Dinner Held by Guidant Wealth Advisors

Share Article

Guidant Wealth Advisors recently hosted a small group of clients for a roundtable discussion on clients’ evolving needs for financial services.

News Image
We always want our services to exceed our clients' expectations...

Guidant Wealth Advisors, a financial services firm specializing in wealth management and holistic fee-based financial plans, is pleased to share their on-going commitment to providing the highest-quality financial guidance and personalized client services. Since opening its doors to Chicago’s northwest suburbs in 1993, Guidant has served as vigilant guides assisting clients to make sound decisions about their wealth and legacy.

Frank T. Patzke, CFP®, M.B.A., R.M.A. is the founder and President of Guidant Wealth Advisors, a Registered Investment Advisory firm. Based in Palatine, Illinois and serving the surrounding communities including: Arlington Heights, Barrington, South Barrington, Northbrook and a nationwide client list, the firm is comprised of eight individuals and serves over 250 clients.

“We wanted to take the time to discover what is on our clients’ minds and to develop new insights into our client relationships.” said Patzke. “We enjoyed meeting with and listening to a handful of clients as they discussed their ever-evolving financial needs. We always want our services to exceed our clients’ expectations and we appreciate their feedback as we continually strive to improve our services.”

About Guidant Wealth Advisors

Guidant Wealth Advisors, now celebrating its 20th anniversary, offers responsive and highly personal financial guidance from knowledgeable and reliable professionals.

  • Specializing in wealth management for individuals and families with assets of one to ten million
  • Fee-based financial planning for investment management that is sensitive to each client's unique financial needs
  • Offering integrated strategies for advanced retirement planning
  • Providing a unique survivorship program to assist with settling estates

Securities offered through LPL Financial, Member FINRA / SIPC.
Investment advice offered through Guidant Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Marketing Manager
Visit website

Media