Cortland Private Wealth Management, the newly launched wealth management program of Cortland Savings and Banking Company (Cortland Banks), has partnered with Ellsworth Private Wealth Management (Ellsworth) to support its growth strategy on LPL’s Advisory Platform.
Advisors of Ellsworth are on LPL’s broker/dealer platform and are supported by Stratos Wealth Partners.
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The collaboration will allow Cortland Banks to offer a more robust wealth management program with multiple program options such as private asset management, financial and estate planning, retirement plans, insurance as well as advisory services.
The company earlier operated a non-deposit investment services program with two advisors.
Following the deal, five financial advisors will serve the bank’s customers and Ellsworth’s principals, Timothy Clepper and Kelly Kuennen, will work with the institutional clients and middle market business banking customers.
Cortland Bancorp and Cortland Savings and Banking Company president and CEO James Gasior said: "By deepening our capabilities to serve our customers, we are able to be even more competitive across several business lines."
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