.
How does GUZMAN WEALTH MANAGEMENT Help Clients – Key Takeaways:
GUZMAN WEALTH MANAGEMENT is a trusted financial advisory firm with a team of experienced professionals, offering valuable financial insights and services to clients. With their extensive knowledge and expertise, the advisors at GUZMAN WEALTH MANAGEMENT assist clients in achieving their financial goals and securing a stable financial future.
Facts and Insights:
GUZMAN WEALTH MANAGEMENT has been in the business for over 20 years and has successfully managed over $500 million in assets. They have a team of 10 dedicated advisors who are committed to helping clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 20+ |
Financial Services Offered:
GUZMAN WEALTH MANAGEMENT offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance planning. Their advisors work closely with clients to understand their unique financial needs and goals, and develop personalized strategies to help achieve them.
Client Types:
The advisors at GUZMAN WEALTH MANAGEMENT work with individuals, families, and businesses, helping them build and manage their wealth. They cater to a diverse range of clients, from high net worth individuals to those just starting to invest.
Fees & Compensation:
GUZMAN WEALTH MANAGEMENT operates on a fee-only model, meaning they do not earn commissions from any financial product recommendations. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success.
Background:
The founder of GUZMAN WEALTH MANAGEMENT, John Guzman, has over 30 years of experience in the financial industry. He holds a CFA (Chartered Financial Analyst) designation, which is known as the highest standard in the investment profession.
Financial Advisor Disclosures to Know:
As a registered investment advisor, GUZMAN WEALTH MANAGEMENT is legally bound to act in the best interests of their clients and provide full disclosure of any potential conflicts of interest. They have a fiduciary duty to act in their clients’ best interests and provide unbiased financial advice.