Cruz Investments & Wealth Management

Overview

Cruz Investments & Wealth Management is a sole proprietorship run by an individual advisor that combines financial planning and discretionary portfolio work for individuals and small businesses. The firm also provides adviser selection services, acting as an allocator that directs client capital to outside managers when appropriate. Its client-facing activities extend beyond advisory work: the business operates concurrently as a registered representative of a broker-dealer, an insurance broker, an accountant, and a salesperson of other financial products. The firm uses multiple billing approaches — percentage-of-assets, hourly engagements, and fixed-fee arrangements — allowing flexibility across client needs and engagement types. Cruz Investments & Wealth Management is not positioned as an ESG-focused manager, does not operate as a multi-state advisory network, and is not identified as a pension consultant or related adviser.

Investments & Alternatives

Location & Offices