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Cortez Wealth Management 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.

Copyright 2023 – Cortez Wealth Management. All Rights Reserved.

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Are you currently working with a Financial Advisor?

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Are you looking for a new Independent Advisor/Fiduciary to protect your money?

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Have you made any preparation to potect your retirement?

What values do you have that you’d never want to violate to make a profit?

What is your current estimated initial investment amount? (Not including Real Estate)

< $250,000 $250,000 - $500,000 $500,000 - $1,000,000 > $1,000,000

Do you own an annuity?

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What other investments do you have?

Please share anything that will help prepare for our meeting.

What are your expectations out of this initial meeting?

How would you like to meet

Zoom Phone In Person

How did you hear about us?

ScripturesandWallstreet.com podcast Stew Peters Referral Search Engine YouTube Conservative Daily Laura Loomer Elijah Schaffer Web Search Twitter

PIA Intake Form

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