CRUZ INVESTMENTS & WEALTH MANAGEMENT

Overview

Cruz Investments & Wealth Management is an owner-operated wealth advisory practice that combines advisory services with brokerage and insurance distribution. The firm provides financial planning, portfolio management for individuals and small businesses, and helps clients access third-party managers. As a capital allocator, it places client capital with external managers rather than running large in-house funds. The firm signals a preference for blending traditional wealth management (brokerage and insurance solutions) with allocations to alternative strategies — principally hedge funds and real estate — which it uses to complement core portfolios and pursue diversification and return enhancement. The business model mixes fee-based advisory engagements (percentage of assets, hourly work and fixed-fee projects) with product sales through brokerage and insurance channels. The adviser is not positioned as an ESG-focused investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices