Chartwell Capital Advisors

We offer these products:

Our Offices

Long Term Care

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

Life 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

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

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.