CHARTWELL CAPITAL ADVISORS CONSULT WITH CLIENTS ON THREE BASIC ISSUES: 

How to build wealth, how to protect wealth and how to avoid taxation. The most complex and sophisticated financial, estate and business succession plans are of no value unless properly funded by outstanding financial products. We bid clients' needs out to the world to find the best fit for their needs. financial planning estate planning financial advisor

- Finance and Banking -

  • Senior Debt 
  • Mezzanine Debt 
  • Asset Based Lending 
  • Preferred Equity Financing 
  • Residential Mortgage and Re-fi

- Risk Management Products -

Personal Lines: 
  • Homeowners, Auto, Boat, Flood, Renters 
  • Crime, Umbrella, Specialty Lines

Commercial Lines: 
  • Property Causality, Liability, Worker's Compensation, Equipment, Commercial Auto, Accounts Receivable 
  • Errors and Omissions, Malpractice 
  • Employment Practices, Builder's Risk Bond:
    -Performance, Fiduciary
    -Contract, License 
  • Private Risk Lines 
  • Group Captives 
  • Self-Insurance Programs 

​- Long Term Care -

  • Pay as you go and lump sum products 
  • Life Insurance Hybrids 
  • Money Back Policies

- Insurance and Annuities -

  • Whole Life, Variable, Universal, Hybrids 
  • Term, Fixed and Variable Annuities 
  • Indexed Annuities, Viatical, Group Plans

- Disability Insurance -

  • Individual and Group

- Health Insurance -

  • Group and Membership Associations 
  • Innovative Risk Management Principles 
  • Utilization of Technology to Lower Costs 
  • Compliance

- Employee Benefits -

  • Group Retirement Plans 
  • Qualified and Non-Qualified Plans 
  • Profit and Defined Benefit Plans