About
At Cortez Wealth Management we are a Registered Investment Advisor (RIA) firm committed to delivering custom-tailored financial solutions designed to help you build, grow, and protect your wealth. We specialize in wealth management, investment management, financial planning, retirement planning, tax planning and preparation, business succession planning, education planning, and estate planning. Our approach is deeply personalized—because no two financial journeys are the same. We are dedicated to empowering individuals and business owners with strategic, data-driven financial guidance. By providing comprehensive solutions and expert insights, we help our clients navigate life’s financial complexities with confidence and clarity. Whether you’re planning for retirement, growing your business, or securing your family’s future, we’re here to guide you every step of the way. Let’s build a financial future that works for you.
Our Mission
At CWM, our mission is to transform the way individuals and businesses approach their finances. We believe that financial success is built on knowledge, strategy, and personalized guidance, and we are committed to empowering our clients with the tools they need to make informed decisions with confidence.
Our goal is to help you build and preserve wealth, secure your financial future, and navigate life’s financial complexities with ease. By providing expert advice and tailored strategies, we strive to create a lasting impact—one that enables our clients to achieve true financial freedom.
Join us in our mission to reshape the financial landscape and help more people take control of their wealth, their future, and their legacy.
Meet Our Team
Our dedicated team at Cortez Wealth Management is committed to providing exceptional service and expertise to our valued clients.
President
Gilbert Cortez
Gilbert is the founder and principal advisor of CWM, dedicated to helping individuals and business owners achieve financial success. With extensive experience in financial planning and investment management, he specializes in wealth management, retirement planning, tax strategies, and estate planning.
Operations Manager
Mariana Miranda
Mariana is the Operations Manager at CWM, ensuring seamless day-to-day operations and client support. With a degree in Marketing, she brings a strategic and client-focused mindset to the role of operations. Enhancing workflows, communication, and overall efficiency. Proven success in sales, process improvement, and client relations.
Operations Associate
Mar Meza
Mar is our Operations Associate at CWM, supporting smooth daily operations and client services. With a background in Marketing and a Finance minor, she brings a strategic and detail-oriented approach to operations. Focused on improving workflows, enhancing communication, and driving efficiency. Brings a strong foundation in client engagement, financial concepts, and process optimization.