Gutierrez Wealth Advisory
When it comes to wealth management, each person has different priorities, needs, and goals. We love learning each person’s unique story and discovering how we can help them maximize their opportunities. We review multiple components of your financial world, and we continually study market history, investment trends, and other financial topics so we can help you pave the best path toward your goals. No matter where you are in life, we are here to join you on your financial journey to offer support, fill in the gaps, and help you make wise decisions to pave the best path forward. Gutierrez Wealth Advisory is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. For more information about Gutierrez Wealth Advisory, please contact us at or refer the SEC Website This platform is solely for informational purposes. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Information on this LinkedIn page is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services or products found on pages linked hereto.
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Roy Gutierrez
Co-founder and Wealth Advisor · Finance & Accounting
EmailPhone - HC
Hillary Canterbury
Client Relations Associate · Customer/Client Service
EmailPhone - DG
David Gutierrez
Co-founder and Wealth Advisor · Finance & Accounting
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Top roles at Gutierrez Wealth Advisory
2 distinct titles indexed · top 2 shown.
- 2co-founder and wealth advisor
- 1client relations associate
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