About CRUZ WEALTH MANAGEMENT, LLC
CRUZ WEALTH MANAGEMENT, LLC is a highly experienced and professional financial advisory firm that has been serving clients for over 10 years. The firm is known for its expertise in providing personalized financial solutions to help individuals and families achieve their financial goals. Managed by a team of dedicated and knowledgeable advisors, CRUZ WEALTH MANAGEMENT, LLC is committed to delivering exceptional financial services and guiding clients towards a secure financial future.
How does the advisor help clients – Key Takeaways:
CRUZ WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals and secure their future. These services include investment management, retirement planning, tax planning, estate planning, and insurance planning. The firm’s advisors work closely with clients to develop personalized financial strategies that align with their specific needs and goals. They also provide ongoing guidance and support to ensure that clients stay on track towards achieving their financial objectives.
Facts and Insights:
As of 2020, CRUZ WEALTH MANAGEMENT, LLC manages over $200 million in assets under management. The firm has a team of 5 advisors who possess a wealth of knowledge and experience in the financial industry. With a track record of success and satisfied clients, CRUZ WEALTH MANAGEMENT, LLC is recognized as a reputable and trusted financial firm in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million+ | 5 | Over 10 years |
Financial Services Offered:
CRUZ WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. This includes:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types:
CRUZ WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Families
- Business owners
- Retirees
- Young professionals
- And more
Fees & Compensation:
CRUZ WEALTH MANAGEMENT, LLC charges a percentage-based fee on assets under management, with rates depending on the services provided. The firm operates on a fee-only structure, meaning their advisors do not receive commissions for recommending specific products or services to clients. This ensures that their advice is unbiased and in the best interest of the client.
Background:
The team at CRUZ WEALTH MANAGEMENT, LLC has a wealth of experience and expertise in the financial industry. The firm’s founder and principal, John Cruz, has over 20 years of experience in financial planning and investment management. He also holds several professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).
Financial Advisor Disclosures to Know:
While CRUZ WEALTH MANAGEMENT, LLC has a clean record with no disciplinary actions or sanctions, it is important to note that all financial advisors are required to disclose any potential conflicts of interest or disciplinary actions on their Form ADV. Clients are encouraged to review this document before engaging in any services with the firm.