Cortez Wealth Management is a financial advisory firm that provides customized investment and financial planning services to individuals and institutions. The firm is unique in its approach, incorporating faith-based conservative investment strategies that align with the values and views of its clients. Its mission is to help its clients attain their financial goals in a manner consistent with their religious and political beliefs.
Cortez Wealth Management’s investment philosophy emphasizes risk management and a disciplined approach to investing. The firm’s advisors work closely with clients to develop customized investment plans that take into account their individual needs and goals. They also provide ongoing guidance and support to help clients stay on track and achieve long-term success. With a commitment to transparency, integrity, and client service, Cortez Wealth Management is a trusted partner for those seeking a faith-based approach to financial planning and investment management.
Carlos Cortez is an inventor of solutions, of ideas and of plans. You know what they say, necessity is the mother of invention. Carlos looked around the financial landscape and saw five things that were missing.
#1 People’s money wasn’t safe.
#2 People weren’t getting consistent rates of return.
#3 The financial world wasn’t transparent.
#4 Investments were not being kept in America and were being used to fund foreign economies, like China.
#5 People didn’t have access to fiduciaries who believed in God, country, and family.
His solution: the America First Retirement Plan. Like all good inventions, it provides a simple solution for a complicated problem.
Carlos is dedicated to a conservative political and financial outlook. He values relationships with his clients over money because his integrity is not for sale. His America First Retirement Plan works not only because it focuses on helping people focus on protecting the safety of their portfolios—it also helps people connect with their financial advisor on a political, emotional, and social level. If you don’t trust someone’s opinions on those aspects of life, why would you trust them with your money?
As a licensed Fiduciary, Dustin takes great care in ethically and legally keeping his clients' financial interests at the forefront of every decision. Dustin started his career at one of the world's largest tax management firms, KPMG, before expanding his career into Investment Management with firms such as Neuberger Berman, Millburn LP, and JP Morgan Chase. Having spent over a decade on Wall Street, Dustin has expertise in all areas of Asset Management, including consulting on some of the largest Hedge Funds and CTAs in the world. When not developing customized financial strategies for his clients, Dustin still remains quite active. As a board member for the Special Olympics in Tennessee and lead sponsor of the Friends of Literacy initiative, he feels compelled to give back to the community that helped mold him. His weekend hobbies include almost everything related to cooking and the outdoors, whether it's hiking, skiing, trying new restaurants, or spending time with his best friend, his Mom, he is always enjoying life to the fullest. Dustin is a graduate of the University of Tennessee, Knoxville, where he majored in Accounting with a minor in Finance. He's taken and passed the Series 3, 30, 66, and 7 exams and is also a licensed Insurance Representative.
Operations Coordinator Manager
Operations Specialist
Office Administrator
Office Manager
Get in touch with us for a free, no obligation consultation. We’ll take a look at your
current financial situation and give you several options for how to reach your retirement goals.
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.
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