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PERSONAL WEALTH MANAGEMENT

A Fee-Only, Registered Investment Advisor
Orange County, CA and Denver, CO

Complimentary Portfolio Analysis

Unwavering Ethics, Superior Discipline, and Unsurpassed Value

1 (888) 47-GUIDE

financial advisor wealth management
Financial Advisor

Unwavering Ethics

100% independent with 0% conflict of interest. We’re a true fiduciary with only our clients’ interest at heart.


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Financial Advisor

Superior Discipline

Fear and greed are not investment strategies. Get disciplined within your portfolio and remove the emotions.


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Financial Advisor

Unsurpassed Value

Lowest fee schedule for customized investment advice. We’ll meet or beat your current advisory fees by 25% or more!


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retirement planning

ENJOY PEACE OF MIND WHILE YOUR MONEY WORKS FOR YOU!

 We offer customized solutions solely in 
 our Clients’ best interest. 

MEET THE TEAM

My Portfolio Guide believes that trust is based and built with people, not firms.

Our focus is on clients and their goals, not sales quotas or company agendas.

We work for our clients.

Wealth is not created easily. It should be protected with uncompromised ethics by someone you know and trust.

We welcome the opportunity to work together.


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A message from the Founder:

“I started and built this firm with one goal in mind; to focus on a client’s goals and their success, not a company’s sales quota or product list.”

Matthew V. Pixa, President

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An additional note from our Principal:

“I’ve worked for some of the best firms on Wall Street and now I’m proud to help drive one that centers on our clients and their goals.“

Matthew R. Blake, Principal

Fun facts

Investors

57 percent of investors have not set financial goals

People

67 percent of people have no financial plan.

Gut Instincts

77 percent of investors are making decisions on gut instinct.

investment knowledge

20 percent of investors claim that their investment knowledge is very strong.