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Welcome to the Next Generation Wealth Manager!
As a Five Star Wealth Manager, Courtlandt remains a privately owned Wealth Advisor that has successfully integrated securities, insurance and real estate brokerage, combining a full suite of multi-disciplinary financial and investment strategies into a single wealth management solution. 
The Mission of the Courtlandt Companies
Courtlandt provides world-class wealth management and investment banking services to institutions, individuals and business owners seeking to grow their businesses in a Multi-Family Office environment. As a part of our investment strategy, Courtlandt seeks to achieve superior investment results by replicating the “Endowment Management” style employed by leading university endowments and pension plan managers. Each of which is entrusted with the duty and responsibility of preserving and growing value for current and future generations while providing the option for high current monthly interest and earnings distributions. |
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This calculator is designed to help you clarify your comfort level with investment risk. Use this calculator to estimate how much income and savings you may need in retirement. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. How Long Will Your Funds Last? |
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| Dow Jones Industrials | 12,454.83 | - 74.92 |
| Nasdaq Composite | 2,837.53 | - 1.85 |
| S&P 500 | 1,317.82 | - 2.86 |
| S&P Mid-Cap 400 | 934.56 | - 1.52 |
| 10 Year Treasury Note | 1.75 | - 0.01 |
| Wilshire 5000 | 13,783.51 | - 23.74 |
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3991 MacArthur Blvd., Suite 320 Phone: 800-994-7094 |
Without cost or obligation, receive a free review and consultation.
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This Website is provided as an educational resource and does not constitute an offer to sell, nor a solicitation of an offer to buy real estate, securities, insurance and/or annuity products, nor a solicitation of an offer for lending, legal or accounting services. Such offers are made only by prospectus or contract. A prospectus or contract should be read thoroughly and understood before investing or sending money. Investments involve risk. Investment return and principal value will fluctuate, so that your investment, when redeemed, may be worth more or less than its original cost. Past performance is not indicative of future returns. Qualified legal, tax, securities, insurance, real estate, lending and financial advisors should be consulted before acting on any opinion or information provided. |
- Securities offered through Courtlandt Securities Corporation, Member FINRA/SIPC www.finra.org , www.sipc.org , Tel: 202-371-8300. We are licensed to discuss and offer financial services and/or investment products with residents of California, Colorado, Ilinois, and Minnesota.
- Advisory Services offered through Courtlandt Wealth Management, a California Registered Investment Adviser.
- Insurance offered through Courtlandt Insurance Services. California Department of Insurance - Life, Annuities, and Long-term care (License Number OD06593).
- Real Estate offered through Courtlandt Realty (Licensed through the California Department of Real Estate, License Number 01787775)
- Mortgage Planning Services provided by Kathleen M. Kramer, Broker, CA DRE
license #01198187, NMLS #114502; Firstline Mortgage, Inc. CA DRE license #00895998