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.

Please join us in welcoming Carolina González to Guerra Wealth Advisors as our Event Coordinator.Carolina helps create t...
09/01/2026

Please join us in welcoming Carolina González to Guerra Wealth Advisors as our Event Coordinator.

Carolina helps create the experiences that often become a prospect’s first introduction to our firm. From dinner seminars to educational workshops and special events, she focuses on making every interaction feel organized, welcoming, and meaningful.

With a background in event and wedding planning, Carolina brings a strong eye for detail and a genuine passion for creating memorable experiences. She also plays an important role in helping prospects feel comfortable, informed, and supported as they take their first steps with Guerra Wealth Advisors.

Outside of work, Carolina values family and faith, two things that are deeply important to her.

We’re excited to have Carolina on the team and look forward to the energy, care, and hospitality she will bring to every event and every guest experience.

09/01/2026

Gifting an appreciated property to your children while you’re still alive may seem like a smart way to simplify your estate.

But the tax consequences can be very different than inheriting that same property after your death.

Consider the example in this video. A mother purchased her home for approximately $150,000 decades ago, and today the property is worth approximately $1.5 million. By transferring ownership to her son during her lifetime, the property's existing tax basis can become an important factor if he later sells it.

By contrast, inherited property may qualify for a step-up in basis, generally adjusting its tax basis to its fair market value at the owner's death. That difference can significantly affect the capital gain recognized when the property is eventually sold.

This is why estate planning and tax planning should not be treated as two separate conversations. A decision that looks simple today can have significant financial consequences for the people you intend to help.

For the month of September, Guerra Wealth Advisors is offering a complimentary Tax Analysis to review your financial situation and help identify potential tax-planning opportunities.

Comment “TAX ANALYSIS” below to request yours.

The September promotion is subject to limited appointment availability and expires September 30 at 11:59 PM. The promotion may end earlier if available appointments are filled.

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.

08/31/2026

Choosing between the FRS Pension Plan, FRS Investment Plan, or DROP can affect your retirement for decades.

For teachers, firefighters, police officers, state employees, county employees, and city employees, this decision should be based on more than what worked for a coworker or what someone else recommends.

Your age, years of service, retirement timeline, family situation, projected DROP benefits, Investment Plan value, and long-term goals can all play a role in determining which path may be appropriate for you.

That’s why understanding your individual numbers matters.

For the month of September 2026, Guerra Wealth Advisors is offering a complimentary Florida Retirement System Retirement Analysis. Using our proprietary FRS Calculator, our team can help you compare your options based on your specific situation.

Comment “FRS” below to request your complimentary FRS Retirement Analysis.

This September promotion is subject to limited appointment availability and expires on September 30 at 11:59 PM EST. Once available appointments are filled, the promotion may end before the deadline.

Conditions and restrictions apply. Offer is available to prospective clients who are not currently clients of Guerra Wealth Advisors and who complete an initial FRS retirement consultation. Completion of 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.

Markets are changing quickly. Inflation, interest rates, Treasury yields, economic growth, and sector volatility are all...
08/31/2026

Markets are changing quickly. Inflation, interest rates, Treasury yields, economic growth, and sector volatility are all shifting at the same time.

That’s exactly why retirement planning cannot be reactive.

When you’re approaching or already in retirement, your income, withdrawals, taxes, investment risk, and cash reserves all need to work together through changing conditions.

The goal is not to predict every headline. The goal is to have a plan that is prepared for change.

Swipe through this week’s Weekly Market Update to see what’s happening and why it matters for your retirement.

If you want to make sure your retirement strategy is built to handle changing market conditions, schedule a complimentary appointment with our team:
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.

There’s a moment when retirement stops feeling like a distant idea and starts becoming a real possibility.A possibility ...
08/30/2026

There’s a moment when retirement stops feeling like a distant idea and starts becoming a real possibility.

A possibility to spend more time with the people you love. To travel without counting vacation days. To enjoy slow mornings, new experiences, family dinners, and the freedom to decide what you want the next chapter of your life to look like.

But that kind of freedom rarely happens by accident.

It takes planning. It takes understanding how your investments, retirement income, Social Security, taxes, healthcare, and estate plan all work together. Most importantly, it takes knowing whether everything you’ve worked so hard to build can support the life you envision.

That’s why every conversation we have on Retirement Ready comes back to one important question:

Am I Retirement Ready?

For us, retirement isn’t simply about leaving your career. It’s about reaching the point where work becomes an option, not an obligation.

Behind these cameras are conversations designed to help families think differently about retirement, ask better questions, and approach their financial future with greater clarity and confidence.

You’ve spent decades building your life. The next chapter deserves just as much intention.

Plan with purpose. Protect what you’ve built. And create a retirement that gives you the freedom to choose what comes next.

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.

08/29/2026

Retirement readiness isn’t just about reaching a certain number.

You can have $1 million, $2 million, or even more saved and still have an important question left to answer: What will your life actually look like when work stops?

Before you retire, ask yourself two questions:
Am I financially ready?
And just as importantly, am I emotionally ready?

The first few months of retirement may be filled with travel, family, hobbies, and everything you’ve been waiting to enjoy. But eventually, the excitement settles into everyday life. Having a sense of purpose, a routine, and a clear financial strategy can make a meaningful difference in how you experience retirement.

Retirement isn’t simply about leaving work. It’s about being prepared for what comes next.

Wondering if you’re Retirement Ready? Schedule an appointment with our team:
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.

Higher yields can create better income opportunities for retirees, but rising oil prices can still put pressure on your ...
08/29/2026

Higher yields can create better income opportunities for retirees, but rising oil prices can still put pressure on your retirement budget.

With the 10-year Treasury yield near 4.7%, high-quality bonds and cash may offer more attractive income opportunities.

At the same time, higher oil prices can eventually show up in places retirees feel every day, including gas, travel, shipping, and groceries.

That is why retirement planning is not just about finding the highest return.
It is about balancing income, risk, liquidity, and the rising cost of the lifestyle you want to maintain.

If you are retired or getting close to retirement, this may be a good time to review whether your cash, bonds, and investment portfolio are positioned for both income and inflation.

Retirement planning is not just about earning more. It is about protecting what your money can buy.

Want to review your retirement strategy with a fiduciary advisor? Schedule an appointment with Guerra Wealth Advisors:
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.

08/28/2026

When you’re planning for retirement, when should you claim Social Security, at 62, full retirement age, or 70?

There isn’t one age that works for everyone.

Claiming earlier may give you access to income sooner, but it can permanently reduce your monthly benefit. Waiting may increase your benefit, but whether that makes sense depends on your income needs, longevity expectations, spouse, taxes, and overall retirement strategy.

The question isn’t simply, “When can I claim Social Security?”
It’s, “When does Social Security make the most sense within my retirement plan?”

If you’re approaching retirement and want to look beyond Social Security to the bigger picture, download our FREE Retirement Freedom Guide. It walks you through the key areas to consider as you prepare for retirement, including retirement income, tax planning, and estate planning.

Download your FREE Retirement Freedom Guide here:
https://tinyurl.com/239rsvff

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.

Your next chapter in wealth management could start here.Guerra Wealth Advisors is continuing to grow, and we’re looking ...
08/28/2026

Your next chapter in wealth management could start here.

Guerra Wealth Advisors is continuing to grow, and we’re looking for experienced Senior Wealth Advisors who want to build meaningful client relationships, deliver comprehensive financial guidance, and grow their careers with a retirement-focused advisory firm.

We’re looking for advisors who value integrity, collaboration, professional growth, and, above all, putting clients first.

Requirements:
• Series 65 and 2-14 required
• Series 66 with Series 7 and 2-15 also acceptable
• Experience in wealth management and financial planning preferred

Not currently in Florida? We welcome qualified advisors from across the country and offer relocation assistance for select candidates.

If you’re looking for an opportunity to grow your career while making a meaningful impact on the families you serve, we’d like to hear from you.

Apply today:
Guerra Wealth Advisors Careers

Email:
[email protected]

Tomorrow morning, we fill the room at The Biltmore.The Miami Retirement Summit is Saturday, August 29, in Coral Gables. ...
08/28/2026

Tomorrow morning, we fill the room at The Biltmore.

The Miami Retirement Summit is Saturday, August 29, in Coral Gables. Registration opens at 8:00 AM, and we start at 8:30.

We're nearly at capacity, and this is the last call for a free general admission seat.

One focused morning on the decisions that shape a retirement: building income you can count on, timing Social Security, understanding how your income gets taxed once the paychecks stop, protecting what you've built, and making sure your estate plan still reflects what you actually want.

Coral Gables Mayor Vince Lago joins us as our special guest.

Last chance. Claim your free seat before we close registration tonight:
https://tinyurl.com/bdj26e4v

Proceeds benefit St. Jude Children's Research Hospital.

Powered by Guerra Wealth Advisors.

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.

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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

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