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.
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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.
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