A complete list of active advisors currently associated with Cortez Wealth Management

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

Cortez Wealth Management works primarily with individual clients, including high-net-worth households, and provides ongoing portfolio management, pension consulting for employer-sponsored plans, and both one-time and ongoing financial planning. The firm also offers estate-planning facilitation through a third‑party platform and access to third‑party managed account programs. The firm documents client objectives and risk tolerances in written investment policy statements and generally manages accounts on a discretionary basis, using model allocations tailored to each client. Its investment methods include fundamental and technical analysis and modern portfolio theory, and strategies may include a broad set of instruments — mutual funds, ETFs, fixed income, annuities, private placements — as well as margin, options, and short-sale strategies when appropriate. Distinctive features include operating as a solo‑advisor firm and an advisor who maintains active insurance licensure and participates on an insurance platform, arrangements the brochure discloses as potential conflicts of interest and describes mitigation procedures for. The firm also integrates multiple technology and platform relationships (Orion, AssetMark, Schwab/Altruist, and Matrix Trust for certain retirement plans) and coordinates estate-document preparation with an independent attorney through Wealth.com.

To learn more about the advisors currently working at Cortez Wealth Management, 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.

Name	Location	Years of experience
Gilbert Cortez	El Paso, TX	18

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