Updated:
Cortez Wealth Advisors LLC
Cortez Wealth Management is a Registered Investment Advisor (RIA) firm that delivers custom-tailored financial solutions to help clients build, grow, and...
Overview
Cortez Wealth Management is a Registered Investment Advisor (RIA) firm that delivers custom-tailored financial solutions to help clients build, grow, and protect wealth. The firm specializes in wealth management, investment management, financial planning, retirement planning, tax planning and preparation, business succession planning, education planning, and estate planning. It provides personalized, data-driven guidance for individuals and business owners.
General information
Firm type
Multi Family Office
Location
Country
USA
City
El Paso
Principals
Gilbert Cortez
President, founder and principal advisor
Mariana Miranda
Operations Manager
Mar Meza
Operations Associate
Sector focus
Frequently asked questions
Who makes investment decisions at Cortez Wealth Advisors?
Specific investment decision-makers at Cortez Wealth Advisors are not publicly named, as the firm's leadership and advisory team details remain undisclosed. The firm operates as a registered investment advisor, meaning it has at least one principal who oversees investment strategies and client portfolios. Given the RIA structure, investment decisions are made by advisors who meet fiduciary standards under SEC regulations.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Cortez Wealth Advisors LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.