Disclaimers

Gutierrez Wealth Advisory is an SEC registered investment adviser located in Little Rock, Arkansas. Registration does not imply a certain level of skill or training. The publication of Gutierrez Wealth Advisory’s web site 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. The information on this Internet site should not be construed as personalized individual advice. 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.

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. 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 or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

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

Roy is recognized in the following listings:
- Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
- Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020
- Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2020, 2021, 2022

Barron’s listings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion. Neither the firm nor it’s employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors nominated by their firms, with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Recipients do not pay a fee to become eligible for the award. See www.forbes.com/best-in-state-wealth-advisors. For additional detail on the criteria Forbes used for the ranking, see www.forbes.com

ACCESS TO THIS WEB SITE IS 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 ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.

Gutierrez Wealth Advisory

A Comprehensive Financial Planning Firm in Little Rock AR

Our Services

When it comes to wealth management, each person has different priorities, needs, and goals. That’s why we spend significant time getting to know our clients—we love learning each person’s unique story and discovering how we can help them maximize their opportunities. We review multiple components of your financial world, and we continually study market history, investment trends, and other financial topics so we can help you pave the best path toward your goals. Here are some of the specific ways we can help support you on your financial journey:

Comprehensive Financial Planning

Investment Portfolio Implementation

Insurance and Annuities

Tax Strategies

Liability Management

Retirement Benefits Consulting

Education Funding

Estate Planning

Charitable Giving

Personal Banking & Cash Flow Management

Comprehensive Financial Planning

Whatever your financial goals, we believe sound planning is essential to making them a reality. Taking into account all aspects of your financial world, we work with you to create a plan that is unique to you. We guide you through your options, keeping in mind your goals, personal circumstances, and any concerns you may have. From there, we help you build and carry out a highly customized plan and provide ongoing monitoring to identify necessary changes along the way.

Investment Portfolio Implementation

We believe the most important investment decision you make is how much risk you’re willing to take. Regardless of your time horizon and tolerance for risk, we can offer you an investment approach that makes the most of your assets. After talking through the various options available to you, we use your objectives and circumstances to identify and execute an investment plan in alignment with your values and goals.

Insurance and Annuities

One of the key steps to securing your financial future is protecting your existing wealth. We review your financial situation for potential risks or gaps in your insurance coverage. Then we identify ways to protect your income, assets, and family so you're prepared for the unknown and can face the future with confidence.

Tax Strategies

You’ve worked hard for what you have, and you deserve to keep as much of your wealth as possible. In collaboration with your tax advisors, we search for proactive ways to help you minimize your tax burden as you seek to grow, enjoy, and ultimately pass on your wealth.

Liability Management

Our team is here to help you develop an actionable strategy to manage your debt responsibly and take advantage of opportunities to optimize your cash flow and protect your wealth in the most efficient way.

Retirement Benefits Consulting

We serve as a consultant to companies on managing their retirement benefits package for their employees. We provide advice on plan investments, assist in plan design, and educate employees on how to best use the benefits available to them.

Education Funding

Our team helps you simplify the process of preparing for your child’s or grandchild's education, considering factors such as tuition inflation, taxes, and risks. We guide you in developing a strategy that balances your current budget, maximizes your resources, and prepares the best future for you and your children or grandchildren.

Estate Planning

Transferring your wealth to future generations can be complicated. That’s why you need an experienced ally to help you make the most of your opportunities and avoid pitfalls along the way. With input from you and your tax and legal advisors, we work to reduce your tax liability and make sure your estate plan is aligned with your needs and values.

Charitable Giving

We are here to help you support the charitable causes and organizations you care about in a way that aligns with your values and objectives. Done correctly, charitable giving can also reduce your tax burden, creating a win-win situation for you and the causes you care about most.

Personal Banking & Cash Flow Management

There’s a lot to keep track of in your financial world, and you want to make sure you’re consistently doing the right things to reach your goals. We help you monitor your budget and everyday expenses so you have the ability to make proactive changes when needed. Our goal is to simplify your life and keep track of the details so you can save your time and energy for the important things.