Courtlandt Financial Group

18218 McDurmott East, Suite A
Irvine, CA 92614
  • 800-994-7094
  • 949-251-6911


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A True Standard in One Solution Since 1995

Welcome to the Next Generation Wealth Manager!

As a Five Star Wealth Manager for five consecutive years, 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 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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck