We have relationships to provide a range of life insurance solutions that accommodate your needs and help achieve your goals—and we know those may change over time, which is why our experienced advisors dig deep to get to know you, your business and employees. We provide access to institutionally priced insurance and retirement products, giving you cost-competitive options and plans that meet your goals.
Comparing coverages. Cortland Private Wealth Management is a single source for your benefits, business insurance and wealth management needs. That includes aligning products with your goals, regular insurance review to ensure proper coverage and cost-effectiveness, and the ability to collect a full range of life insurance quotes so you can choose among the industry best.
Your ‘life’ partner. At Cortland Private Wealth Management, we believe in complete transparency and honest consulting. We offer you exclusive access to more than 20 proprietary insurance products, often with lower premiums than those available in the public marketplace.