Blake Barbosa, Founder and Financial Planner with Guided Wealth, LLC

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United States
Fall River, MA
Blake Barbosa, Founder and Financial Planner with Guided Wealth, LLC

Helping successful professionals, pre-retirees, and retirees make informed financial decisions through personalized, planning-first strategies.

CFP®, MSFP, RICP®, WMCP® | Financial Advisor at Guided Wealth. At Guided Wealth, we work with successful professionals, pre-retirees, and retirees to bring structure and purpose to their financial decision-making. Our planning-first approach helps clients navigate areas such as retirement income, investment strategy, risk management, tax-aware planning, and legacy considerations - with every strat

egy shaped by what matters most to them. Since 2013, I’ve focused on helping clients understand their financial picture and take meaningful steps toward their goals. I’m a CERTIFIED FINANCIAL PLANNER™ and hold a Master of Science in Financial Planning (MSFP). I’ve also earned the RICP® and WMCP® designations. I stay involved in the community through the Financial Planning Association, and NAIFA. Outside of work, I live in MA with my wife and our daughters - and volunteer as a Big Brother with Big Brothers Big Sisters. To learn more about our firm and how we may be of service to you, I invite you to connect with me here on LinkedIn or visit our website at www.guidedwealthllc.com. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 201 Jones Road, 5th Floor Waltham, MA 02451 1-781-647-4100. Neither Guided Wealth, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Guided Wealth, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

12/02/2025

Here are some tax-advantaged strategies to consider before year-end

Don't wait until the end of the year to do last minute tax planning, start now and set yourself for success.

11/27/2025

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisions about your benefits.

Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.

11/19/2025

Here are some things to consider before buying a vacation home.

A vacation home can be a relaxing getaway or a financial burden. Learn the pros and cons of owning a second home and how to decide if it fits your goals.

11/14/2025

Even business owners who recognize the need for a succession strategy often don’t know where to start. Here is a high-level roadmap to help set the wheels in motion.

A business succession plan starts with exploring your options and learning who might be interested in taking over.

11/11/2025

Today we honor the courage and sacrifice of our veterans.
Thank you to all who have served and continue to serve. Your bravery inspires us every day.

10/31/2025

Wishing everyone a spooky, silly, and safe celebration filled with costumes, candy, and laughter. Have a fang-tastic time with your family and friends!

10/27/2025

Spurred on by competitive pressures, small businesses are racing to adopt AI.

Spurred on by competitive pressures, small businesses are racing to adopt AI. A recent snapshot shows the technology’s day-to-day uses.

10/23/2025

Whether you watch the stocks or invest in real estate, living in one of these states could reduce your investment taxes in 2025.

Living in one of these places could lower your 2025 investment taxes — especially if you invest in real estate.

10/14/2025

Lessons learned in times of market volatility.

Making thoughtful investments during uncertain times carries less risk than many leaders assume. The bigger danger is missing the opportunities that volatility creates.

10/08/2025

Just like the fall season reminds us to prepare for colder days ahead, it’s the perfect time to check in on your financial goals. Whether you're saving for a big milestone or just want to feel more confident about your future, a solid strategy can make all the difference.
Let’s make sure your finances are ready for whatever the season brings — reach out today to start the conversation!

10/03/2025

More and more Americans over 55 are choosing to rent rather than own their homes. Here are some pros and cons to consider when deciding.

The 55+ crowd is the fastest-growing group of renters. Here’s what to weigh if you’re considering swapping homeownership for a lease.

09/28/2025

Amid the hype over AI, a practical question: When will the technology boost the economy the way its developers and promoters are promising?

Spending on AI is already boosting GDP, but will the massive outlays being poured into the technology deliver faster economic growth in the long run?

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Fall River, MA

Website

http://guidedwealthllc.com/

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