Who We Are
With decades of industry experience, our goal is to develop long-term, trusting relationships with clients and understanding your financial goals and dreams.Learn More
One of the keys to helping clients achieve their financial goals is the strong relationships we create with our clients. Relationships really do matter at Cortland Private Wealth Management.Learn More
With 15 convenient locations our team is available to help you with your financial goals and needs. Check out our locations and schedule an appointment at your local branch.Learn More
Knowledge is power and we put great emphasis on educating our client, their friends and customers of the bank on relevant investment topics and concepts.Learn More
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
What can be learned from the savings rate?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
There are four very good reasons to start investing. Do you know what they are?
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A special needs trust helps care for a special needs child when you’re gone.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What is your plan for health care during retirement?
What does your home really cost?