Investing in companies or other ventures with the intent of furthering religious or spiritual values.
We are obligated to act in the best interest of our clients at all times. We are prohibited from taking unnecessary risks with our clients money, and must always disclose any potential conflicts of interest.
We specialize in American First investments. This means that we only invest in American companies. We believe that this gives us an edge over our competition because we are able to get to know these companies better than anyone else
We have put together an in-depth guide explaining why its important to invest your money into American companies. Companies that hold your American values. The only way we can Make America Great Again is buy investing in America First!
Download our guide on America First Retirement Plan Today!
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*Guarantees refer to Fixed Indexed annuities, and are backed solely by the claims paying ability of the issuing insurance company.
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.
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.
No allegiance to Wall Street ESG or DEI agenda
We don't work for a specific investment group or bank. We'll give you unbiased advice, period.
We specialize in retirement investments. It's our bread and butter.
We are located in Oldsmar ,FL and serve the entire United States.
Cortez Wealth Advisors is a registered investment adviser in the state of Florida. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed.
Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
Copyright 2020 – Cortez Wealth Management. All Rights Reserved.
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