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Goals-Based Solutions 

Designed For You

Minimize Taxes | Tailor Investments | Discover Financial Peace of Mind


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Guzmán Wealth Management is a fee-based financial planning firm located in Austin, Texas.


Our Firm at a Glance

Guzman Wealth Management is a fiduciary

Fiduciary

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. 

Guzman Wealth Management is fee-only

Fee-Based

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.

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We're Here to Help With

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Retirement Planning

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.

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Withdrawal Strategy

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. 

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Estate Planning

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.

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Investing

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.

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Tax Planning

Minimizing your tax obligation year-after-year can help preserve the wealth you’ve spent decades working hard to earn.

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Education Planning

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.

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