About Us

Our Primary Purpose

Over the years, we have found that a team approach is the most effective method to help clients with a wide variety of needs maneuver through a complex financial-services world.

At Contego Advisors, our primary focus is on helping you plan for all aspects of a vibrant and thriving financial life. We strive to ensure that your loved ones are provided for with the right and correctly structured insurance, investments, and financial plan. We make recommendations to help you plan for your legacy, based on your entire financial picture.

Our founder, Zack Rawlings, spent more than 15 years working in wealth management and financial planning. That experience has shaped our process here at Contego Advisors since our founding in 2021. We aim for an in-depth understanding of your life and finances and make recommendations for your estate, insurance coverage, and investments based on a comprehensive financial picture.

With an office located in Midtown Manhattan, Contego Advisors provides virtual services to clients in various states, with an emphasis on aiding non-profit founders, business owners, and other high-net-worth clients with complex financial lives. We understand the difficulty of planning for varied, complex assets and risks, 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.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets and taxable investments. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.

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