A complete list of active advisors currently associated with Cortez Wealth Advisors LLC

Warmer can help you find a great advisor at Cortez Wealth Advisors LLC or one who fits your needs even better.

The firm works with individual and high‑net‑worth clients, offering written financial planning and recommendations to third‑party investment advisers rather than providing in‑house portfolio management. It does not directly manage client assets; recommended third‑party advisers handle trading, custody, and reporting while the firm provides the written plan and ongoing advisory support. The firm’s investment approach centers on asset allocation implemented through selected third‑party managers; it reviews candidates on factors such as fees, reputation, performance, and reporting capabilities before making referrals. Once a manager is engaged, the firm monitors performance, meets with clients at least annually, and coordinates plan updates and reviews. Distinctive aspects include an affiliation with insurance activities — the firm’s principal acts as an independent insurance agent and may receive commissions for insurance sales, a disclosed conflict the firm seeks to mitigate through disclosure and fiduciary duty. The brochure also discloses a 2021 matter in which a recommended cryptocurrency fund proved fraudulent, resulting in client losses, complaints and related civil litigation, and notes the principal was also a victim of the scheme.

To learn more about the advisors currently working at Cortez Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.