Our People
Your dreams and goals are unique. We’re here to help make them a reality.
Here To Help
Charles V. Guilbault, Jr. , CFP®
Welcome to Guilbault Capital
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.
Awards and Recognition
Charles V. Guilbault, Jr. , CFP® has received the Forbes Top Next Gen Wealth Advisor* award (2019) and the Forbes Best-In-State Wealth Advisors* award (2021, 2022, 2023, and 2024).
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded to Charles Guilbault in April 2024 for the period of 1/1/2023 – 12/31/2023 and in April 2023 for the period of 1/1/2022 – 12/31/2021. The Forbes ranking of Best-in-State Next-Gen Wealth Advisors was awarded in June 24, 2019 for the period of 7/24/2019 – 06/31/2020. Being a Forbes Best-In-State Wealth Advisor or Forbes Best-In-State Next-Gen Wealth Advisor does not mean Charles Guilbault is ranked the top advisor in the state. The ranking includes many advisors in the state that have been awarded the “best-in-state” distinction.
The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience for Best-In-State Wealth Advisors and a minimum of four years of experience for Best-In-State Next- Gen Wealth Advisors. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. Ratings should not be considered an endorsement of the adviser by any client.
Neither Forbes nor SHOOK are a client of Guilbault Capital, nor do they receive a fee in exchange for rankings. Once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features on Forbes directory of top advisors, use of the ranking logo or reprint of the ranking.
Additional information on the ranking methodology can be found at forbes.com and SHOOKresearch.com.
The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience for Best-In-State Wealth Advisors and a minimum of four years of experience for Best-In-State Next- Gen Wealth Advisors. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. Ratings should not be considered an endorsement of the adviser by any client.
Neither Forbes nor SHOOK are a client of Guilbault Capital, nor do they receive a fee in exchange for rankings. Once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features on Forbes directory of top advisors, use of the ranking logo or reprint of the ranking.
Additional information on the ranking methodology can be found at forbes.com and SHOOKresearch.com.
What We Do
Our Services
Guilbault Capital provides the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step toward building a financial strategy that’s right for your specific situation.
Saving for the Future
Are you focused on saving for retirement? Do you want to build a college fund? Or do you have a nearer-term goal such as buying a new home? If you’re like many people, you might have multiple financial goals that you need to balance.
Strategic Financial Planning
We'll help you optimize your overall financial position
Multigeneral Planning
Whether you’re discussing an inheritance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone.
Portfolio Management
Let's see if your current portfolio is right for you
Retirement Planning
We'll work with you to help achieve the retirement you deserve
Estate Planning can be for everyone. Let us help you get started.
Saving for the Future
Are you focused on saving for retirement? Do you want to build a college fund? Or do you have a nearer-term goal such as buying a new home? If you’re like many people, you might have multiple financial goals that you need to balance.
Strategic Financial Planning
We'll help you optimize your overall financial position
Multigeneral Planning
Whether you’re discussing an inheritance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone.
Portfolio Management
Let's see if your current portfolio is right for you
Retirement Planning
We'll work with you to help achieve the retirement you deserve
Estate Planning can be for everyone. Let us help you get started.
Earning Your Trust
We Are Guilbault Capital
As a holistic financial advisory firm, Charles Guilbault delivers expertise across a wide range of services all within a single practice. The combined experience of our advisors spans more than two decades and includes continuous education and professional development in numerous areas. We’re confident in our ability to guide you through whatever life brings.
Guilbault Capital
Guilbault Capital believes that the decisions we help you make now can potentially lay the groundwork for a more comfortable future.