Cortez Wealth Management - Your Independent Investment Advisor


What if we could tell you that your retirement investment can have healthy returns, and keep the principal?*

That's the Cortez Wealth Management way.

*Guarantees refer to Fixed Indexed annuities, and are backed solely by the claims paying ability of the issuing insurance company.

WHAT MAKES US DIFFERENT?


Independent Advisor

We don't work for a specific investment group or bank. We'll give you unbiased advice, period.

We're Risk Averse

We want your money to grow, but we want it to be safe too. We're experts at investment vehicles that insure your principal and still provide solid returns.

Retirement Specialists

We specialize in retirement investments. It's our bread and butter.

Our goal at Cortez Wealth Management is to help our clients build, protect and distribute their wealth in a risk-conscious and tax-exempt manner. We believe in a high-communication approach using cost-efficient investment options combined with asset placement that considers future tax implications.
What makes us different? Whereas some advisors’ primary concern is growing your assets, we also plan for the dips, the deductions, and the distributions that matter long-term. Your retirement income is greatly affected by the tax rate that applies when you begin taking money out of your accounts. Along the way, you should be working with an advisor who communicates important information about your account in real-time, not just performance in arrears.

Cortez Wealth Management - Your Independent Investment Advisor


What if we could tell you that your retirement investment can have healthy returns, and keep the principal?*

That's the Cortez Wealth Management way.

*Guarantees refer to Fixed Indexed annuities, and are backed solely by the claims paying ability of the issuing insurance company.

WHAT MAKES US DIFFERENT?


Independent Advisor

We don't work for a specific investment group or bank. We'll give you unbiased advice, period.

We're Risk-Adverse

We want your money to grow, but we want it to be safe too. We're experts at investment vehicles that insure your principal and still provide solid returns.

Retirement Specialists

We specialize in retirement investments. It's our bread and butter and we're very good at it.

Our Accreditations


Why Our Clients Do Business With Us


We Look Out For Your Best Interests

At Cortez Wealth Management, we pride ourselves on being ethical and smart advisors. We want to make sure your retirement is secure with wise and low-risk investments that still pay a healthy return.

We believe that all financial gains we are entrusted with in this life should be treated with integrity and invested wisely.

We're here to help.

Get in touch with us for a free, no obligation consultation. We'll take a look at your
current financial situation and give you several options for how to reach your retirement goals.