Guerra Wealth Advisors

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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.

10/18/2026

Same $200K+ saved for retirement. Very different week.

A market dip. A surprise roof repair. Groceries that cost more than they did last year. Turning 62 and wondering if the answer is yes.

None of that is unusual. Every retiree runs into some version of it. The difference is whether you decided ahead of time how you'd handle it, or whether you're figuring it out with the bill in your hand.

That's what a plan is for. Not predicting the future, just not being surprised by it.
And taxes deserve a place in that plan, too.

Taxes can be one of the largest expenses in retirement, and decisions around retirement withdrawals, Social Security income, Roth conversions, investment gains, and Medicare-related income thresholds can affect how much of your retirement savings you actually get to keep.

That's why we created the 2026 Tax Strategy Playbook, a free guide designed to help you better understand the tax landscape and identify areas worth discussing as part of your retirement strategy.

Download the 2026 Tax Strategy Playbook here:
https://tinyurl.com/ytjjtbna

The goal isn't simply to build wealth. It's to be intentional about how you keep and use it throughout retirement.

This content is for educational purposes only and is not personalized investment, tax, or legal advice. The scenarios shown are illustrative. Withdrawals from a Traditional IRA are generally taxable as ordinary income and may be subject to a penalty before age 59½. Investing involves risk, including possible loss of principal. Consult a qualified professional about your own situation.

10/17/2026

A wonderful evening, great food, and conversations that could make a difference in your retirement.

We had the pleasure of welcoming guests to Smith & Wollensky in Miami Beach for an evening of fine dining and valuable retirement education.

From retirement income strategies to tax planning, wills, trusts, and protecting your family's legacy, we discussed important decisions that can help shape a more confident financial future.

And as Karen shared, no matter where you are in your retirement journey, there's always value in staying informed and planning ahead.

At Guerra Wealth Advisors, we believe retirement education should be informative, engaging, and an experience worth remembering.

Thank you to everyone who joined us for this special evening.

Who Our Retirement Events Are For:

Our educational events are generally designed for adults age 50+ who have approximately $150,000+ saved for retirement or $200,000+ in investable assets.

Three opportunities. One mission. Your next chapter could start here.At Guerra Wealth Advisors, we're growing our team i...
10/17/2026

Three opportunities. One mission. Your next chapter could start here.

At Guerra Wealth Advisors, we're growing our team in Miami, and we're looking for driven professionals who want to build meaningful careers while helping families move toward greater financial confidence.

We're currently hiring for three positions:

Senior Wealth Advisor: Lead comprehensive financial strategies, build lasting client relationships, and help families navigate important financial decisions.

Advisor Associate: Be the driving force behind a seamless client experience, from onboarding and account funding to ongoing support.

Financial Specialist: Connect with prospective clients, build relationships, and take the next step toward a career in financial advising.

Whether you're an experienced advisor, a detail-oriented professional, or someone with a passion for connecting with people, there may be a place for you on our team.

We believe great careers are built on purpose, teamwork, and opportunities to grow.

Ready to take the next step?

Swipe through to explore each position and find the opportunity that fits your strengths.

Apply today: https://guerrawealth.com/careers/

10/16/2026

Fridays at Guerra look a little like this. 🎉

Every week, our team comes together to celebrate the wins and get ready for what’s next. Because every win means one more South Florida family feeling more confident about retirement.

For nearly four decades, helping families reach the point where work becomes an option, not an obligation, has been why we show up. And we love doing it together. 💙

Happy Friday, Miami!

10/16/2026

Part 2 picks up where we left off. Sebastian Guerra breaks down two more types of annuities:

• Variable Annuity: An insurance contract whose value can fluctuate based on the performance of underlying investment options, such as mutual-fund-like subaccounts. It may offer additional guarantees or features for additional fees.
• Fixed Indexed Annuity: An insurance contract that credits interest based in part on the performance of a market index, subject to contract terms such as caps, while generally protecting principal from direct market losses.

Variable annuities may offer greater growth potential, but they also expose your account to market fluctuations. Additional features or guarantees can come at an additional cost.

Fixed indexed annuities work differently. Your upside may be limited by a cap. For example, if your contract has a 10% cap and the applicable index rises 15%, you would not receive the full 15%. In exchange for that limitation, the contract can provide protection against direct market losses, subject to its specific terms.

That tradeoff is exactly why understanding the contract matters.

Some people may not like having their potential gains capped. Others may be more concerned about market risk. There may also be fees, withdrawal limitations, surrender charges, and other contract-specific provisions to consider.

Just like the annuities covered in Part 1, the question isn't simply whether an annuity is "good" or "bad." It's whether the guarantees, costs, risks, liquidity, and limitations make sense within your overall retirement plan.

Before committing a significant portion of your retirement savings to any annuity, understand what you are gaining, what you are giving up, and how the contract supports the retirement you are trying to build.

Want to learn more about annuities and whether one could have a place in your retirement strategy? Schedule an appointment with Guerra Wealth Advisors to discuss your retirement goals.
https://tinyurl.com/9kpf5nn3

Who This Is For: Age 50+ with approximately $150,000+ already saved for retirement.

This content is for informational and educational purposes only and should not be considered personalized financial advice. Past performance does not guarantee future results. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. Always consult with a qualified fiduciary advisor before making any financial decisions.

10/15/2026

When you work with someone on their retirement, you get to know a lot more than what’s in their portfolio.

You learn about their family, the milestones they’re celebrating, what they’re looking forward to, and the little things that matter to them.

That’s something we care deeply about at Guerra Wealth Advisors. We want our clients to feel like we know them, because we do. Not just their accounts or their retirement goals, but the people and priorities behind them.

Retirement is personal. We believe the relationship with the team helping you plan for it should be personal too.

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.

10/15/2026

Join us at Florida International University for our Retirement Ready University Masterclass, an educational morning designed to help you think more strategically about the retirement you’ve worked years to build.

We’ll go beyond simply saving for retirement and explore how the different pieces of your financial life can work together to support the lifestyle you want, protect what you’ve built, and help you move closer to the point where work becomes an option, not an obligation.

Saturday, October 17 at 8:30 AM
Graham Center, Florida International University
10955 SW 15th Terrace, Miami, FL 33199

A free book, course materials, and breakfast are included.

Who This Event Is For:
This masterclass is designed for individuals age 50+ with approximately $150,000 or more already saved for retirement or in investable assets.

Space is limited. Reserve your seat:
https://info.guerrawealth.com/retirement-ready-university-fiu/?utm_source=FIU&utm_medium=Digital+Organic&utm_campaign=701UN000012o903YAA&utm_term=fiu+social+organic

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.

10/14/2026

Join Sebastian Guerra, Partner at Guerra Wealth Advisors, for a live estate planning webinar built for families who want their affairs in order. Sebastian will walk through the documents every family should have in place, why so many families are missing them, and how you can have your own will and powers of attorney prepared at no cost.

📆 October 14, 2026
⏰ 6:30 pm EST
📍 Virtual

- Why a Will Matters -> What a will actually controls, and what
happens to a family's assets in Florida when there isn't one.
- Powers of Attorney, Explained -> How a durable financial power of attorney and a healthcare directive keep your family in control if you can't make decisions for yourself.
- The Documents Most Families Are Missing -> HIPAA authorizations, healthcare proxies, and the gaps that tend to surface at the worst possible moment.
- Where This Fits in Your Retirement Plan -> How these documents work alongside your income, tax, and legacy planning.
- Your Complimentary Offer -> How attendees can have a will and powers of attorney prepared at no cost.

- Live Q&A -> Bring your questions for Sebastian in the chat.

This webinar is free, and it's designed for anyone who wants their family protected and their wishes clear, whether or not you have any estate documents today.

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

Watch on Facebook → https://www.facebook.com/events/2059649364659954

Free Will and Power of Attorney: https://calendly.com/guerrawealthadvisors/90-minute-wealth-strategy-session?utm_source=Webinar&utm_medium=Digital+Organic&utm_campaign=701UN00000wLALgYAO&utm_term=Estate+Planning+Webinar

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

and on Guerra Wealth Advisors' YouTube Channel → ‪
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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/

10/14/2026

We’re going LIVE in just a few minutes.

If your will, trust, powers of attorney, or other estate planning documents aren’t in place, or you’re not sure they’re structured the right way, join us tonight.

Sebastian Guerra, President of Guerra Wealth Advisors, is going LIVE to discuss how estate planning can help make sure the wealth you’ve worked so hard to build ultimately goes where you intended.

Tonight, October 14
6:30 PM ET
Live Online

Everyone who attends will also receive a will at no cost, plus we have a special surprise we’ll announce during the webinar.

Who This Event Is For: This educational webinar is intended for individuals and families age 50+ who have approximately $150,000+ in household or individual income already saved for retirement or $200,000+ in investable or retirement assets.

We’re starting soon. WATCH NOW:
https://www.facebook.com/events/2059649364659954

This content is for informational and educational purposes only and should not be considered personalized financial, tax, or legal advice. Always consult with a qualified professional before making any financial or estate planning decisions.

10/14/2026

Tonight at 6:30 PM ET, we're going LIVE to talk about a question every family should consider:

What happens to everything you've worked so hard to build when you're no longer here?

Your estate plan can help determine who receives your assets, who can make important decisions on your behalf, and how your wealth is ultimately passed on to the people you care about.

Join Sebastian Guerra, President of Guerra Wealth Advisors, tonight for a LIVE conversation on estate planning.

Tonight, October 14
6:30 PM ET
Live Online

We'll discuss wills, trusts, powers of attorney, health care directives, and important considerations when deciding how and when your assets should pass to your family.

Every attendee will receive a will at no cost, plus we have a special surprise for those who tune in.

Click the link below and select "Interested" so Facebook will notify you when we go live:
https://www.facebook.com/events/2059649364659954

Who This Event Is For: This educational webinar is intended for individuals and families age 50+ who have approximately $150,000+ in household or individual income already saved for retirement or $200,000+ in investable or retirement assets.

We'll see you tonight at 6:30 PM ET.

This content is for informational and educational purposes only and should not be considered personalized financial, tax, or legal advice. Always consult with a qualified professional before making any financial or estate planning decisions.

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

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