Complimentary Consultation

America First Retirement Plan

What is an America First Retirement Plan?

We have put together an in-depth guide explaining why its important to invest your money into American companies. Companies that hold your American values. The only way we can Make America Great Again is buy investing in America First!

Download our guide on America First Retirement Plan Today!

Do you have principle protection in your portfolio? What is your Standard Deviation? How are you currently planning for a recession/market downturn? Do you agree with your advisor Politically?

Schedule with Cortez Wealth Management using the links below!

To get you to the right person, share how much you are looking to invest or are currently investing.

Address:

Cortez Wealth Management 3935 Tampa Road, Suite 3 Oldsmar, FL 34677

Contact Us:

Hours of Operation:

Monday – Friday
9:00 AM – 6:00 PM

Area We Serve:

We are located in Oldsmar ,FL and serve the entire United States.

Cortez Wealth Advisors is a registered investment adviser in the state of Florida. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed.

Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.