Our Specialties

At Cortez Wealth Management, we focus on three pillars of wise investment strategies.

America First Retirement Plan

What is an America First Retirement Plan?

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!

At Cortez Wealth Management, we focus on three pillars of wise investment strategies.


Annuities have received a good deal of negative attention over the past few years. It is true that you need to be aware of the fine print and fees associated with the annuities; however, there are some very strong and healthy options..

At Cortez Wealth Management, we know which annuities provide healthy returns without costing you tremendous amounts in fees. There are some great options available, and we can help you determine which annuity could be a great fit for you and your retirement.

Tax-Free Investments

What if we could tell you that you can invest your money, and all the interest your investment makes is tax-free. Sound too good to be true? Well, it is actually very possible, with the right advisor guiding you.

Did you also know that income tax rates are historically as low as they’ve ever been? That means, there’s an ever-increasing risk that you’ll actually pay more taxes when you’re retired then you do now. Let us help you mitigate that risk, with our tax-free investment options.

Financial Planning

One of the best investment strategies is actually making sure that you have a sound overall financial plan and an asset management strategy. Sometimes a few small things can add up to substantial changes in your financial posture.

At Cortez Wealth Management, we’ll look at your financial situation holistically, and offer our expert advice on areas where you might be able to see greater return on your assets. We’ll also come up with an investment strategy that works within your overall financial plan.

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.