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(212) YOUR-IRA                                       (212) 968-7472                                       (212) YOUR-IRA

What does "CORTBURG" mean?

Cortburg Retirement Planning is a comprehensive wealth management and retirement firm.  We strive to provide our clients with the highest standard of personal service by understanding and supporting their life goals and by finding innovative strategies for their unique financial challenges.

We offer access to a wide range of financial products and services, with particular depth in complex retirement planning initiatives.

Changing Jobs or Leaving Employment?

When Life Changes, We Are There For You

  • Marriage & Divorce
  • Newborn & Death
  • Job Change & Education
  • Inheritance & Retirement 

Contact us at 212-YOUR IRA or 212-776-4094 for a complementary review of your finances. 


We create strategies tailored to your goals.

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Without any conflicts of interest we put your needs first.

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Changing With You

Building trusted relationships that span generations; we'll be with you through any life changes.

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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.