Cortez Wealth Management is an independent financial advisory firm headquartered in El Paso, Texas, with an additional office in Oldsmar, Florida. Founded and led by Carlos Alfredo Cortez Jr., a fiduciary advisor since 2008, the firm specializes in personalized wealth management, investment strategies, retirement planning, and tax-efficient financial solutions. Cortez Wealth Management distinguishes itself by offering faith-based, conservative investment strategies that align with clients’ religious and political beliefs. The firm emphasizes a holistic approach to financial planning, incorporating risk management and disciplined investment practices to help clients achieve their financial goals. With a commitment to transparency and integrity, Cortez Wealth Management serves individuals and institutions across the United States, providing customized financial solutions tailored to each client’s unique needs and values. citeturn0search1turn0search0