Guerra Wealth Advisors

Guerra Wealth Advisors We are a full-service financial advisory firm helping families create wealth management strategies.

When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with vast experience in addressing your particular concerns. Our mission is helping our clients manage the long-term decisions that ultimately determine the wealth which they and their families accumulate.

06/18/2026

Not all retirement income is taxed the same.

Some strategies can help you keep more of what you've earned. Others can create unnecessary tax headaches later in retirement.

In this battle of retirement tax strategies, we're comparing some of the most popular approaches retirees use to generate income, reduce taxes, and preserve wealth.

The winner isn't always the strategy with the highest return.

Often, it's the one that leaves you with the most after taxes.

Which strategy do you think comes out on top?

Want to learn more tax-efficient retirement strategies? Download our 2026 Tax Strategy Playbook:

https://tinyurl.com/ytjjtbna

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

06/17/2026

Congratulations to Daniel Nuñez on his promotion to Senior Wealth Advisor.

This milestone is the result of hard work, dedication, sacrifice, and a commitment to continuous growth. Daniel set his sights on this goal and worked tirelessly to earn it, consistently showing up with a desire to learn, improve, and better serve the families who trust us with their financial future.

His journey is a reminder that success rarely happens overnight. When you have a clear vision, stay committed to the process, and put in the work day after day, meaningful achievements follow.

We are incredibly proud of Daniel and grateful to have him as part of the Guerra Wealth Advisors team.

Congratulations, Daniel. This promotion is well deserved, and we can't wait to see what comes next.

06/17/2026

Join live with Mateo Alzate, Senior Wealth Advisor at Guerra Wealth Advisors, for an exclusive webinar on the 2026 Financial Market Update. In this session, Mateo will break down key market trends, economic shifts, and investment strategies to help you navigate 2026 with confidence.

📆 June 17, 2026
⏰ 6:30 pm EST
📍 Virtual

What You’ll Learn:
- Market Performance Insights → How the second quarter of 2025 has shaped up so far and what it means for investors.
- Economic Outlook → Key factors influencing the economy, including interest rates, inflation, and global events.
- Investment Opportunities → Strategies to adjust your portfolio in response to current market conditions.
- Q&A Session → Get your questions answered by an experienced wealth advisor.

This webinar is free and designed for both experienced investors and those looking to stay informed about the markets.

Watch on Youtube → https://www.youtube.com/watch?v=SKYFvoshdiY

Watch on Facebook → https://www.facebook.com/events/1782315959597052

======================= 🔗 Book an appointment →
https://calendly.com/guerrawealthadvisors/schedule-a-meeting?utm_source=Digital&utm_medium=webinar&utm_campaign=701UN00000wLALgYAO

and on Guerra Wealth Advisors' YouTube Channel → ‪
_ _

We are an independent financial advisory firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered through Guerra Advisory Services, a Registered Investment Adviser firm, registered with the U.S. Securities and Exchange Commission (SEC).

View our YouTube Disclaimer Policy here: https://guerrawealth.com/privacy-policy/

06/17/2026

WE'RE LIVE IN 15 MINUTES | June 17 at 6:30 PM

In just 15 minutes, we'll be live discussing what's happening in today's markets and what it could mean for your retirement.

AI. Inflation. Interest rates. Market volatility.

We'll break down the biggest risks and opportunities retirees should be paying attention to right now.

Join us live:

https://www.facebook.com/events/1782315959597052

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

06/17/2026

LIVE TONIGHT | June 17 at 6:30 PM

The headlines are everywhere.

AI. Inflation. Interest rates. Market volatility.

But what does it all mean for your retirement?

Join us tonight for our 2026 Market Update Webinar as we discuss the biggest market trends, risks, and opportunities that could impact retirees and those approaching retirement.

If you've been wondering whether your retirement plan is prepared for what's ahead, this is a conversation you won't want to miss.

Click the link below and select "Interested" so you'll be notified the moment we go live:

https://www.facebook.com/events/1782315959597052

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

06/16/2026

FREE Will & Power of Attorney Giveaway

Most people know they should have a will and powers of attorney in place. The problem is that life gets busy, and estate planning keeps getting pushed to "someday."

For the entire month of June, Guerra Wealth Advisors is offering a FREE Will & Powers of Attorney Package to help families get these essential documents in place and avoid unnecessary stress, confusion, and potential probate issues down the road.

If something unexpected happens, having the right documents can help ensure your wishes are honored and your loved ones know exactly what to do.
To claim your FREE package:

Comment FREE WILL on this post by June 30 at 11:59 PM EST. Our team will send you a direct message with instructions on how to get started.
Don't wait until it's too late to put a plan in place for the people you care about most.

Conditions and restrictions apply. Limited availability. Offer valid only for individuals who comment "FREE WILL" on any Guerra Wealth Advisors social media platform on or before June 30 at 11:59 PM EST. Eligible participants will be contacted via direct message and must follow the provided instructions to qualify. Offer is available to prospective clients who are not currently clients of Guerra Wealth Advisors and who complete an initial estate planning consultation. Completion of all requested information and eligibility requirements may be required. Offer has no cash value and may be modified or withdrawn at any time.

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

The world spends years preparing for the World Cup. Teams do not just show up and hope for the best.They train, develop ...
06/16/2026

The world spends years preparing for the World Cup. Teams do not just show up and hope for the best.

They train, develop a strategy, adjust for obstacles, and prepare for the moment that matters most.

Retirement is no different.

The accumulation years are your training camp. But the real game begins when it is time to turn savings into retirement income, navigate taxes, manage market volatility, and help make sure your money lasts as long as you do.

The question is not only, “How much have I saved?”

The better question is, “Am I prepared for retirement?”

Because in retirement, just like in soccer, the best results usually come from the best game plan.

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

06/15/2026

The market has been moving fast this year.

AI, inflation, interest rates, elections, and global uncertainty continue to create questions for investors.

Join us LIVE on Wednesday, June 17 at 6:30 PM for our 2026 Market Update Webinar.

We'll discuss what these developments could mean for your retirement and the steps retirees can take to stay prepared.

Click the link and mark yourself as "Interested" so you're notified when we go live: https://www.facebook.com/events/1782315959597052

06/15/2026

Weekly Market Update – Through June 12

Inflation and interest rates continue to dominate the headlines, but one story grabbed a lot of attention this week: the possibility of Elon Musk becoming the world’s first trillionaire on paper.

While headlines come and go, one thing remains true: financial confidence isn’t about having billions. It’s about having a plan.

Whether you're retired or approaching retirement, now is a great time to review your income strategy, investments, tax plan, and long-term goals to make sure everything is working together.

If you'd like a second opinion on your retirement plan, schedule a complimentary consultation with our team today.

Schedule an appointment:
https://tinyurl.com/czhkzf7c

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

Sebastian Guerra, President of Guerra Wealth Advisors, is always ready.Polished, prepared, and committed to representing...
06/14/2026

Sebastian Guerra, President of Guerra Wealth Advisors, is always ready.

Polished, prepared, and committed to representing the firm with professionalism, leadership, and honor in every room he walks into.

Because how you show up matters.

Address

6401 SW 87th Avenue Ste 119
Miami, FL
33173

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

,

Alerts

Be the first to know and let us send you an email when Guerra Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Guerra Wealth Advisors:

Shortcuts

Share

Category