TRUE
INDEPENDENCE

FOCUSED ON
THE HORIZON

COMMITTED TO
TODAY & TOMORROW

TRUE
INDEPENDENCE

We are independent advisors, unencumbered by conflicts of interest or the constraints of a large firm, in constant pursuit of helping our clients achieve true financial independence.

FOCUSED ON
THE HORIZON

A thoughtful approach rooted in long-term goals is the best way to build enduring wealth.

COMMITTED TO
TODAY & TOMORROW

For decades, we’ve worked together to help our clients grow their portfolios, enjoy their wealth and safeguard their legacies for future generations.

At Cerro Pacific Wealth Advisors, we are dedicated to helping our clients achieve their financial goals.

We believe in the value of longstanding relationships and take great pride in both our close-knit team and the multiple generations of clients who have trusted us with their financial lives and legacies.

In a world of ever-growing investment classes, we take a straightforward, long-term approach to investing, knowing that the best way to build wealth is to generate consistent, steady growth.
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overview

our commitment

As fee-only advisors, we sit on the same side of the table as our clients.

who we are

With best-of-breed technology, we provide the highest security and exceptional customer experience.

how we do it

We deliver high-quality advice coupled with a direct approach.

what we do

investment
management

estate
planning
strategies

retirement
planning and
ira management

auto dealer reinsurance
portfolio services

multi-
generational
planning

financial
planning

what we do

our services

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what we do

our services

 learn more

investment management

estate planning strategies

retirement planning and ira management

auto dealer reinsurance portfolio services

multi - generational planning

financial planning