CORTEZ WEALTH MANAGEMENT

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. We believe in a high-communication approach using cost-efficient investment options combined with asset placement that considers future tax implications... We specialize in American First investments. This means that we only invest in American companies. We believe that this gives us an edge over our competition because we are able to get to know these companies better than anyone else

Primary location: Oldsmar United States