Meet the Team
Experience, collaboration, and continuity—working together for you.
Our Team
At New Capital Private Wealth Group, you are supported by a dedicated team of professionals committed to providing thoughtful guidance, personalized advice, and exceptional service. Together, we bring nearly 70 years of combined industry experience, complemented by the extensive resources and capabilities of one of the world's leading financial institutions.
As a Private Wealth Financial Advisor, Louis works closely with individuals and families who have complex wealth management needs. We help clients navigate the many financial decisions that come with significant wealth by coordinating comprehensive strategies across investments, retirement planning, estate and legacy planning, risk management, and lending solutions. Through Wells Fargo Bank, N.A., and its specialized resources, we strive to deliver sophisticated guidance tailored to each client's unique circumstances.*
Our approach is built on relationships, trust, and a deep understanding of what matters most to our clients. We work diligently to simplify complexity, provide clarity, and help turn financial goals into lasting realities.
Gregory Louis Gutierrez
Private Wealth Financial Advisor
Managing Director - Investments
Ray V. Pearl, CFP
Senior Vice President - Investment Officer
PIM Portfolio Manager
A Legacy Honored
Our practice also recognizes the advisors whose clients have joined us through transitions and acquisitions. Their work and dedication laid the foundation for many of the valued relationships we hold today, and we are proud to continue that legacy with care and gratitude.
Additional Resources*
To support your financial needs, we can assemble a team of Wells Fargo specialists that will work with and your attorney, accountant, and other outside advisors. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.
Private Banking*
Custom Lending*
Alternative Investments*
Legacy & Trust Services*
Business Advisory Services
Business Transition
Philanthropic Services
Family Dynamics
Bank products and services are available through Wells Fargo Bank, N.A.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-today management of any referred accounts.
Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
Lending and other banking services available through Wells Fargo Advisors (NMLS ID 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
Alternative investments, such as hedge funds, funds of hedge funds, managed futures, private capital, real assets and real estate funds, are not appropriate for all investors. They are speculative, highly illiquid, and are designed for long-term investment, and not as trading vehicle. These funds carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. The high expenses associated with alternative investments must be offset by trading profits and other income which may not be realized. Unlike mutual funds, alternative investments are not subject to some of the regulations designed to protect investors and are not required to provide the same level of disclosure as would be received from a mutual fund. They trade in diverse complex strategies that are affected in different ways and at different times by changing market conditions. Strategies may, at times, be out of market favor for considerable periods with adverse consequences for the fund and the investor. An investment in these funds involve the risks inherent in an investment in securities and can include losses associated with speculative investment practices, including hedging and leveraging through derivatives, such as futures, options, swaps, short selling, investments in non-U.S. securities, “junk” bonds and illiquid investments. The use of leverage in a portfolio varies by strategy. Leverage can significantly increase return potential but create greater risk of loss. At times, a fund may be unable to sell certain of its illiquid investments without a substantial drop in price, if at all. Other risks can include those associated with potential lack of diversification, restrictions on transferring interests, no available secondary market, complex tax structures, delays in tax reporting, valuation of securities and pricing. An investment in a fund of funds carries additional risks including asset-based fees and expenses at the fund level and indirect fees, expenses and asset-based compensation of investment funds in which these funds invest. An investor should review the private placement memorandum, subscription agreement and other related offering materials for complete information regarding terms, including all applicable fees, as well as the specific risks associated with a fund before
investing.