Guerra Wealth Advisors

Guerra Wealth Advisors is an independent financial advisory firm that helps individuals build retirement strategies. Its services include portfolio management, retirement and tax planning, estate and legacy planning, insurance and asset protection planning, and personal financial coaching. The firm describes its approach as the Guerra Freedom Plan, a five-step process meant to prepare families for retirement and align their finances with their goals.

The firm is a registered investment adviser, and insurance services are offered through individually licensed agents. Office hours are weekday business hours, and prospective clients can book an appointment through the website or by phone. The office is at SW 87th Avenue in Miami, in the Kendall-area business corridor of southwest Miami-Dade.