Independent Wealth Management in Little Rock AR | Our Beliefs

Disclaimers

Gutierrez Wealth Advisory is an SEC registered investment adviser located in Little Rock, Arkansas, which only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration does not imply a certain level of skill or training. A copy of Gutierrez Wealth Advisory’s current Form ADV Part 2A disclosure brochure, discussing Gutierrez Wealth Advisory’s business operations, services, and fees, is available upon written request or by visiting www.adviserinfo.sec.gov.

The publication of Gutierrez Wealth Advisory’s web site and social media pages on the Internet should not be construed by any consumer or prospective client as Gutierrez Wealth Advisory’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented on this website or the firm's social media pages.

Gutierrez Wealth Advisory does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to this website or the firm's social media pages or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Investing involves market, economic, and other risks and could possibly result in a complete loss of all amounts invested. Statements contained herein should not be construed as any guarantee with respect to any services provided.

Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Photos and images on Gutierrez Wealth Advisory's social media pages should not be construed as an endorsement of the adviser by any client.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Gutierrez Wealth Advisory are not affiliated companies. Arkansas Insurance Producer License Number #1675493 & #10138542

THIS WEB SITE AND THE FIRM'S SOCIAL MEDIA PAGES ARE PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR THE FIRM'S SOCIAL MEDIA PAGES OR ANY THIRD PARTY LINKS TO THIS WEB SITE OR THE FIRM'S SOCIAL MEDIA PAGES. ALL EXPRESSIONS OF OPINION ON THIS WEB SITE AND THE FIRM'S SOCIAL MEDIA PAGES REFLECT THE JUDGMENT OF THE AUTHORS AS OF THE DATE OF PUBLICATION AND ARE SUBJECT TO CHANGE.

We Believe

Details Matter

We spend time improving even minor inefficiencies so you can get the most out of your wealth – whether that means controlling investment expenses, identifying tax-saving strategies, or updating your insurance policies – because little changes can make a big difference.

People Come First

We are honored to call many of our clients friends. We’re passionate about serving others, which is why we’re grateful to walk through life with our clients, their children, and future generations to come.

There are No Business Hours

Your finances impact nearly every facet of life. No matter how big or small the issue, we strive to be available when you need us to answer questions and give you the complete attention you deserve.

Bigger isn’t
Always Better

Our practice is intentionally boutique. We strategically limit the number of clients we serve so we have plenty of time to focus on you and your family. Whether you need a few minutes of our time or a few hours, we are here for you.

Wealth is a Tool

Your money can do so much more than fund your retirement or pay for college – it can make a lasting impact on the world around you. Our approach is different from most because we plan beyond monetary goals, and we help you align your finances to a greater purpose.

You Deserve What Works Best for You

As a completely independent firm, we put your interests first. We have the freedom to select solutions that suit your individual needs and goals, and we’re not incentivized to offer specific products or services because of a commission or quota.