About Company

Guerra Wealth Advisors is an independent financial advisory firm based in South Florida, dedicated to helping individuals create retirement strategies tailored to their unique needs and objectives. With nearly 40 years of combined experience, the firm manages over $600 million in assets and serves thousands of clients. Guerra Wealth Advisors offers a comprehensive range of services including portfolio management, retirement planning, tax planning, estate and legacy planning, insurance and asset protection, personal financial coaching, and financial wellness programs. The company emphasizes a fiduciary approach, acting as trusted partners to help clients increase returns, reduce taxes, and protect their legacies. The firm is committed to building lasting relationships and empowering families to achieve financial freedom and security.

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