Courtlandt Financial Group



18218 McDurmott East, Suite A
Irvine, CA 92614





Why Choose Courtlandt?

Our Pledge
Successful wealth management requires a strong governance structure, appropriate policies and procedures, seamless implementation capabilities, clearly defined and obtainable objectives, superior selection process and a systematic approach to performance measurement and evaluation.
Since 1995, our senior management has been guided by Our Pledge. This disciplined approach has made Courtlandt’s “Truly Comprehensive” wealth management platform possible. Our multi-disciplinary approach requires broad and in-depth knowledge, continuous interface with industry leading professionals, organizations and industry associations. This research and interaction, coupled with our management’s 20 plus years of Experience in finance and investment, has kept us on the leading edge of economic data, legislative changes, investment products, financial strategies and technology.
Our Experience has taught us the value of our Independence. Courtlandt remains independently owned and operated, thereby eliminating control by a Fund Manager and/or a Life and Annuity Company. Courtlandt companies are therefore free to associate and contract with the highest quality product and service providers, chosen only after a thorough and independent due diligence is conducted and approved by a senior member of our management team.
Courtlandt’s Independence allows it to be free of bias in its compensation when recommending the selection and retention of investment products, fund managers, life and annuity companies and/or banks. Courtlandt offers a complete menu of products and services on a flat fee, hourly rate or commission basis. By allowing clients to choose a method of payment, Courtlandt retains its Objectivity. As a client and service centric organization, our recommendations are plan and needs driven. These policies ensure the absence of any conflict of interest.
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Check the background of this financial professional on FINRA's BrokerCheck