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 |
|---|---|---|
El Paso, TX
| 18
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")