Everyone has different investment goals and circumstances, but the desire to succeed is undeniable in all of us. Guerra Investment Advisors works with you to take you where you want to be.
Your Investments at Your Pace
It’s important to us that your assets are managed at a level at which you are comfortable. We’ll work with you to create your personal investment profile by outlining your goals, objectives, risk tolerance and areas of interest; ultimately creating your personal investment roadmap. You tell us where you are comfortable, and we’ll operate at your pace.
Investment Management and Financial Guidance
We take the time to learn what is most important to you, and can help create an asset management plan that is customized according to your sensitivities, expectations and goals. Keeping your investments under one roof ensures that all assets are working together for your family’s future. Having a consolidated view of our clients’ assets and liabilities gives us reliable and complete information required to understand how all your accounts are performing. This gives us deeper insight allowing us to provide well-informed financial guidance that is better tailored to your goals. Guerra Investment Advisors manages investments and financial interests with your family legacy at the forefront.
Always There For You
It is our priority to promote an accessible, client-focused approach; and we maintain many long-standing client relationships as a result. The success of our practice is most evident in the confidence our clients place in us year after year, generation after generation.
We Help You Make Important Life Decisions
As your Registered Investment Advisory Firm and fiduciary, we know how to guide you through the many financial decisions made over your lifetime. We also offer experience in convening a team of experts that can help with your complete estate and financial future. From finding an attorney and CPA to help with corporate succession planning, to estate planning, personal financial success, even tax issues–we can help point you in the right direction.
In a constantly changing global environment, it is imperative to be aware of personal investments and those of your estate. We spend the necessary time to learn about your personal and estate’s existing retirement assets; helping create a comprehensive plan to reach your goals. Understanding your complete history, beliefs and plans for the future are essential in creating a holistic strategy for you.
Life Insurance Audits
Life insurance is an asset that should receive an objective performance evaluation at least every three years. Does your existing policy meet your ever-changing needs? Whether your policy could use a review or you are starting from the ground level, we provide specialized assistance and analysis to help identify adequate protection and even unlock potential savings.