Carlos Cortez Jr. completed his Series 7 in 2007, and Series 66 in 2008,, and opened his own investment firm, specializing as an independent fiduciary in risk-mitigated retirement investments.
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.
