Cruz Investments & Wealth Management

Overview

Cruz Investments & Wealth Management is organized as a sole proprietorship with an individual owner and operates as a capital allocator that provides both advisory and transactional services. The firm performs financial planning, manages portfolios for individuals and small businesses, and selects other advisers on behalf of clients. It also conducts activities outside pure advisory work: the principal functions as a registered representative of a broker-dealer, Insurance Broker, Accountant, and sells other financial products. Fee arrangements include asset-based charges as well as hourly and fixed-fee billing. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices