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.
When we review your financial world, we address multiple aspects of your wealth—but we don’t do it all at once. We plan in intentional stages, giving you time to consider your options and to make the best choices for you. As we work with you, we’ll also collaborate with your other trusted advisors, if so desired, to ensure everyone is on the same page and operating with a unified purpose.
Our first meeting is all about getting to know you and what you want from the planning process. We’ll ask about your values, goals, expectations, and address anything on your mind.
Once we know your concerns and what you’re trying to achieve, we’ll dive into additional financial details. We’ll ask about your budget, investments, and any strategies you may already have in place so we can create a customized plan to help you protect your wealth and accomplish your goals.
Our next meeting is highly dynamic and collaborative—we review our proposed plan with you and make adjustments in real time, allowing you to see how each option and decision affects your short- and long-term goals. We’ll answer questions, offer feedback, and fine tune your plan until it feels right to you.
Once you approve your plan, we review your action items and help you prioritize your next steps. We’ll work with you to implement your strategies and communicate regularly to ensure you make consistent progress toward your goals.
Over time, your situation, opportunities, and goals may change. As such, we continually review your financial plan to ensure you’re equipped to maximize your wealth in every stage of life. We’re here to walk this journey with you, offering accountability, sound guidance, and support so you feel confident pursuing your goals and enjoying your life.
Fidelity Investments is an independent company, unaffiliated with Gutierrez Wealth Advisory. Fidelity Investments is a service provider to Gutierrez Wealth Advisory. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Gutierrez Wealth Advisory and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1049673.1.0
