Cruz Investments & Wealth Management

Overview

Cruz Investments & Wealth Management is a sole proprietorship controlled by an individual owner that provides fee-based financial planning and portfolio management for individuals and small businesses. The firm acts as a capital allocator and offers selection-of-adviser services, indicating it places client assets with third-party managers in addition to managing client portfolios directly. Its fee model includes percentage-of-AUM billing along with hourly and fixed-fee arrangements. The firm is registered to operate in Illinois and Wisconsin and combines advisory services with other business lines: its principals are registered representatives of a broker-dealer, operate as insurance brokers, and hold accounting credentials. That mix suggests clients can receive integrated advice spanning investment management, insurance solutions, and tax/accounting considerations. Cruz Investments & Wealth Management does not identify itself as an active ESG investor.

Investments & Alternatives

Location & Offices