Guzmán Wealth Management is a fee-based financial planning firm located in Austin, Texas.
Our Firm at a Glance
You need to know you’re working with someone you can trust to guide you and your finances in the right direction. As an RIA firm, we are held to a fiduciary standard.
As a fee-based firm, we’re aligning our success with your success by obtaining the majority of our earnings directly from you, our client. Doing so allows us to bring peace of mind to our clients - knowing that we’re working for them and their financial future.
Ready To See What We Can Do For You?
We're Here to Help With
We’ll work toward turning your personal objectives for financial independence into tangible goals and strategies. Together we’ll build a retirement plan that addresses your future financial needs.
Understanding when to withdraw money and from which accounts is tricky. We’ll guide you in selecting when and what to withdraw from Social Security, pension plans, savings accounts and more.
Leaving a legacy is a rewarding benefit of sound financial planning. Together we’ll ensure all the paperwork is in order and your wealth is ready to be passed down to the people you love.
Building a portfolio based on evidence-based investment strategies and your unique goals, time horizon and risk tolerance is a crucial part of any comprehensive financial plan.
Minimizing your tax obligation year-after-year can help preserve the wealth you’ve spent decades working hard to earn.
Sending your children or grandchildren off to college is a memorable life moment. But before the time comes, we’ll work together to understand how much you need to be saving.