Cortez Wealth Management
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
3935 Tampa Rd Ste 3, Oldsmar, Florida, 3...Phone Number
(813) 448-3446Website
www.cortezwm.comRevenue
<$5 MillionIndustry
About Cortez Wealth Management
Cortez Wealth Management is an independent investment advisory firm specializing in retirement investments with a focus on American companies. They prioritize faith-based and fiduciary investing, ensuring that they act in the best interest of their clients while minimizing risks. The firm offers services such as setting up wills and trusts, tax calculations, and complimentary consultations to help clients build, protect, and distribute their wealth. Their target clients include individuals seeking unbiased financial advice and those interested in conservative investment strategies aligned with American values.Explore more
Cortez Wealth Management Org Chart
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Cortez Wealth Management is an independent investment advisory firm specializing in retirement investments with a focus on American companies. They prioritize faith-based and fiduciary investing, ensuring that they act in the best interest of their clients while minimizing risks. The firm offers services such as setting up wills and trusts, tax cal... Read More
