What if we could tell you that your retirement investment can have healthy returns, and keep the principal?* That's the Cortez Wealth Management way. We want your money to grow, but we want it to be safe too. We're experts at investment vehicles that insure your principal and still provide solid returns.
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.
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.
Services
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.
Reviews (10)
Jeanne Chandler
Nov 26, 2021
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Judy Ryan
Oct 13, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Carlos Cortez & his team are outstanding! Carlos has taken his time to ensure that my retirement funds are protected & positioned for growth during this highly volatile time. Everyone I have spoken to is patient & professional. I would highly recommend Cortez Wealth Management!
Carlos Cortez & his team are outstanding! Carlos has taken his time to ensure that my retirement funds are protected & positioned for growth during this highly volatile time. Everyone I have spoken to is patient & professional. I would highly recommend Cortez Wealth Management!
Salim K.
Jun 30, 2021
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Bob A.
Jun 03, 2021
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I'm not one who writes reviews, but I am now. With the state of our government and world this year I have been worried about my retirement money in the market being I'm close to retirement. I decided to transfer out of my big box store bank and go with "America first" Carlos Cortez. I have been blown away with how quick he returns texts emails and phone calls (usually on the first ring) It is SO refreshing to deal with someone who genuinely cares about his clients. I can detect when someone is not who they profess to be, but with Carlos I can tell he is exactly who he says he is....A Christian
Janis Klein
Apr 28, 2021
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I was introduced to Cortez Wealth Management through a radio station. While I did not have any concerns with where my retirement portfolio was held, with the changing tide of this year, I had become concerned and I finally decided to take a big step and reinvest it elsewhere, in came Cortez Wealth Management. Carlos listened to my concerns and made suggestions on where best to place my retirement investment. Carlos and the Cortez Wealth Management team are very professional, kept me abreast every step of the transfer process, and were available to answer any questions or concerns in a timely manner
Ashley Rivera
Dec 31, 2020
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Cortez Wealth Management does fantastic work to ensure that one as a client is taken cafe of. Their customer service is top notch with attention to detail, listening to one’s wants, needs, and ideas. I have been impressed from the moment I engaged their services, and have continued to be impressed with my return on investments. As such, every chance I get, I recommend and refer friends, family, colleagues and acquaintances to Cortez Wealth Management, and they have all been impressed and have gotten more than excellent customer service. As myself, they too have all been wonderfully satisfied
Andrew Spenik
Oct 19, 2020
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I met Carlos Cortez a bit more than one year ago at a seminar regarding retirement and Social Security benefits. It was very informative, I learned a lot, I was impressed and set an appointment with him for a financial review of my situation. After that review I had Cortez Wealth Management handle my investments and retirement funds. I have had great results, in spite of the challenges our country has faced with Covid-19. Carlos is very responsive in communicating with me, respectful of my time and has been providing excellent financial results for me.
Renee Bentrovato
Sep 19, 2020
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I have known Carlos Cortez for over 10 years and there is not one financial investment that he has steered me wrong with. Carlos has the utmost honesty and integrity when working for and with his clients His extensive, financial product knowledge will definitely help you now and all the way to your retirement nestegg. I highly recommend that he becomes part of your financial team.
Tamara Kerr
Aug 15, 2020
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Mr. Cortez opened my eyes to the possibilities of retirement. I had set- backs and hard- ships that left me little to invest and little hope for my future. An afternoon luncheon-seminar with Carlos literally changed my whole perspective, knowledge and education. Apparently, I had options even with a small investment for growth towards my retirement! As a single, over 55 woman I now have hope! Mr. Cortez is honest, trustworthy, dependable and a wonderful family man!! Please give him a call!! Your money will be in great hands with Cortez Wealth Management!! Thank you so much Carlos!!!
Remi Judice
Jun 12, 2020
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I was introduced to Carlos nearly 5 years ago along with his use of Assetlock money managers. Since that time, he has introduced multiple tailored strategies to protect and grow wealth. My families' needs have changed many times since our initial contact, and he has been a great advisor the entire journey. I am even more impressed by his attention and constant communication when he thinks he can help. ( A quality most advisors lose once they receive your money to invest). Keep up the great work Carlos and Raz. Thanks.
