With over three decades of experience, The Gutierrez Group has helped successful professionals, business owners and their families enjoy their wealth and focus on what matters most to them. Working together to create a custom financial plan, we can help you:
- Organize all the moving parts of your financial life
- Clarify and prioritize your goals, values, and preferences
- Prepare for the life events you expect as well as those you didn't see coming
- Make informed decisions about your wealth through education and an objective point of view
- Follow through on your plans and track progress towards goals
Our advice is shaped by our own unique views and the wisdom we’ve gained—over time, from every type of environment. That’s why we feel clients from each generation find that our insights are relevant to them. We also understand what it takes to help grow and preserve family wealth. That sense of continuity we’ve established in our family practice is as important to us as it is to our clients who are looking for stability and answers in these uncertain times.
Advice for the life you lead.
We are a family-based team with a collaborative approach, though each of us has a distinct perspective about planning and investing.
Our diversity of experience and points of view provide value. But when it comes to our commitment and work ethic, we are completely aligned. As a team of caring, responsive collaborators, we want to understand who you are, your priorities and concerns. Most important, we want to help you make the best decisions—based on the right balance of solid information and emotion—for your family and your future.
Our planning process
We believe planning helps put you in the best possible position to meet your goals.
From retirement income, education funding, estate and insurance planning strategies to business succession and other wealth transitions, no matter what your goals, we’ll share our recommendations and count on your input to help us refine your plan over time.
“Integrity guides us and our practice every day—in our advice, our actions and our commitment to clients.”
— Roy Gutierrez
We strive to earn your trust by doing what’s right each day.
Here’s what you can expect as we work together:
- Person to person communication. Technology has its place in our practice. But building trust comes from talking and listening—real conversations that connect us with you and the people and concerns that matter in your life.
- Dedicated service. In every way, we’re here to help, inform and support you at every level of your financial life. Our clients truly come first.
- Integrity guides us. We’re accountable for each and every recommendation and welcome your questions.
- Your comfort with risk is always a priority. Our job is to protect you, your family and your wealth through realistic goal setting and financial planning.
Roy Gutierrez has been recognized as an industry leader
- Barron's Top 1,200 Financial Advisors, 2014, 2017, 2018, 2019, 2020
- Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
- Forbes Best-in-State Wealth Advisors in 2019, 2020