Our founder, Zack Rawlings, has spent the last 15 years working in wealth management and financial planning. That experience has shaped the Contego Advisors process since our founding in 2021. We collect and build an in-depth understanding of your life, your values, and finances to make recommendations for your investments and insurances based on a comprehensive financial picture.
With an office located in New York City, Contego Advisors provides virtual services to clients in all 50 states, with an emphasis on aiding Wall Street and corporate executives, business owners, and other high-net-worth clients with complex estate plans. We understand the difficulty of planning for varied, complex assets, and we have the skills needed to guide you through the process, so that you can leave behind a legacy you can be proud of.