WEALTH MANAGEMENT

Wealth comes with specific responsibilities, including growing it judiciously and protecting it from speculative markets and economic swoons. We at CWM know that your trust demands our vigilant commitment to building your wealth for how you want to live today... and what you plan to give tomorrow.

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01

INVESTMENTS

When it comes to investing, one plan never fits all. Our guidance is honed by education, research and decades of practical experience with markets, indices and historical and empirical trends - your portfolio, however, is designed for you and your goals.

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02

INSURANCE

The truth is that the cost of not being insured can be far greater than the cost of insurance. At Cortez Wealth Management, our long-term relationships and discount rates with multiple carriers worldwide enable us to offer personalized individual and business coverage at the competitive prices.

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INTERACTIVE WEB BASED FINANCIAL PLAN

MoneyGuidePro is a client-centered Financial Planning and Retirement Planning Software for fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. It is intuitive, interactive and easy to use.

COLLEGE SAVINGS PLANS

CWM will help you save for your loved ones’ education expenses by helping you set aside funds for future college costs. We help you grow your money tax free as well as discover the best strategy for your personal scenario.

PERSONAL 401K MANAGEMENT

When it comes to growing your 401k it may be difficult managing a portfolio. CWM has the tools needed to benchmark and monitor clients’ retirement accounts, whether it is just providing advice or taking on full control.

10

Years of Experience

200

Clients

100000000

Dollars Invested

Securities America is an independent broker-dealer that has grown into a leading provider of services and products to financial professionals nationwide. We provide the benefits and personalized service of a boutique firm along with the resources and financial strength of a large one.

Securities America

Morningstar® supports advisors with the latest Morningstar investment data, tools, and reports to serve existing new clients.

Morningstar

Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

Money Guide Pro

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