WNY’s Largest Regional Insurance & Employee Benefits Broker Creates Partnership with Wealth Management Firm, Georgetown Capital

BUFFALO, N.Y. (January 12, 2021) | Lawley, a top U.S. independent insurance broker according to Business Insurance, created a partnership with Georgetown Capital, a financial services and wealth management firm located in Williamsville, NY. The new venture will officially be known as Georgetown Lawley Group, LLC.

The partnership was cemented after many months of discussions between Lawley Principal, Christopher Ross and Georgetown Capital President, Joseph Curatolo.

“Lawley strives to be a comprehensive one-stop-shop for our clients. Working with businesses and individuals, it made sense to find a financial and wealth management partner to help protect and invest our clients’ assets. Georgetown Capital is that partner,” says Ross.

Georgetown Capital was founded in 1987 with a fundamental mission: give investors independent financial advice, without ties to a national chain-store brokerage firm with cookie cutter recommendations and a corporate agenda. Partnering with Lawley furthers that mission.

“Lawley is a family-owned, independent insurance brokerage with values that mirror our own. We are excited to grow and merge with Lawley, while upholding the standards upon which we were founded. Our goals are to continue to deliver unprecedented levels of personalized service with a holistic approach to managing our current and new clients’ financial futures,” says Curatolo.

This will not be Lawley’s first venture into the world of finance as they already have a retirement division. Lawley Retirement Advisors acts as a fiduciary for clients, designing comprehensive retirement plans for employers. Bringing in a financial management partner will add value to the relationships already established with Lawley Retirement Advisors’ clients.

“A big part of our strategy is employee education, financial wellness, and independent investment advice. With Georgetown as our partner, we will be able to align the goals of our clients with the goals of their associates. Together, our mission is to provide custom solutions to help our mutual clients grow, succeed, and achieve,” says James J. Rehak, Jr., Managing Director and Partner of Lawley Retirement Advisors.

Georgetown Lawley Group, LLC will formally begin their partnership in January 2022.

ABOUT LAWLEY

Lawley is a privately-owned, independent regional insurance firm specializing in property, casualty and personal insurance, employee benefits, and risk management consulting. Lawley is in the Top 50 of the 100 Largest Insurance Brokers in the U.S., according to Business Insurance magazine. For over 60 years, Lawley’s team of more than 400 associates have developed customized property, casualty, surety and employee benefits insurance programs for businesses and municipalities of all sizes along with personalized protection for individuals and their families.

Headquartered in Buffalo, NY, Lawley has branch offices across New York in Amherst, Batavia, Dunkirk, Jamestown, Mahopac, Plainview, Purchase, and Rochester along with Darien, Connecticut and Florham Park, New Jersey. To find out more, visit lawleyinsurance.com.

ABOUT GEORGETOWN CAPITAL

Georgetown Capital is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow and conserve our clients’ wealth as we strive to deliver an unprecedented level of personalized service.

Georgetown Capital is a financial advisory firm headquartered in Williamsville, New York. The firm was founded by Joseph V. Curatolo in 1987 to give investors independent financial advice, not part of a national chain-store brokerage firm that often gives cookie cutter recommendations to fulfill their corporate agenda.

ABOUT CHRIS ROSS
Chris Ross, in addition to serving as an agency principal, oversees Lawley Construction Insurance & Bonds, the branch dedicated to providing insurance and surety bonds to contractors, developers and others in the construction industry. Chris began his career at Lawley in 1986 and is instrumental in all company mergers, acquisitions and branch activities, including Lawley Benefits Group. He is also actively involved in major accounts and has extensive knowledge of construction, Real Estate development and risk management. Chris has been an integral part of leading the growth of Lawley, spearheading the expansion of the firm into New Jersey, Connecticut and around the New York City region.

ABOUT JOSEPH CURATOLO

Joseph V. Curatolo is the President of the Georgetown Capital Group, Inc., which he founded in 1987.

Mr. Curatolo has been a Financial Advisor since 1976 and is registered in 32 states. He holds a General Securities Representative Series 7, General Securities Principal Series 24, Municipal Fund Securities Principal Series 51, Uniform Securities Agent State Law Series 63, Uniform Investment Advisor Law Series 65, and a New York Insurance Representative license. Mr. Curatolo is currently the Wealth Management Team Leader within the Curatolo Group of Georgetown Capital.

Mr. Curatolo was a New York Stock Exchange Board of Directors finalist in 2004. He has previously been seated on the National Advisory Boards for Royal Alliance Associates, Inc., Putnam Investments and Columbia Investments. Mr. Curatolo has a B.S. from the University of Buffalo School of Management, 1976.

ABOUT JAMES J. REHAK, JR.
Jamie has more than 30 years of industry experience with Lawley, Top 100 Independent Insurance Agency. He is also a founding member of and a partner with Lawley Benefits Group, a division of Lawley. In addition to his role as partner, Jamie is co-managing director for Lawley Retirement Advisors; an SEC filed Registered Investment Advisor. He consults in all aspects of employee benefits programs and retirement plan consulting for employers.