55+ Years of Industry Experience
Our team combines decades of experience and expertise with a growth mindset for the future.
We Value:
- Family First
- Customized Solutions
- Our Relationships
Share Your Life Goals
Let's keep it simple. What do you want to achieve financially? What matters most to you? Our easy discovery process ensures a thorough understanding of your goals—setting the stage for a straightforward journey of financial consultation and enduring relationships.
Crafting Your Personalized Plan
No complexities here. Our advisors—understanding your vision—simplify the design phase. How can we help you in your planning? What services fit seamlessly into your life? We craft a customized wealth plan that aligns with your singular goals and needs.
Put Your Plan into Action with Ease
Time to make it happen. Investment and legacy planning unfold with simplicity. Our streamlined deployment process ensures quick, efficient implementation. Conversations about your plan will naturally form actionable steps to meet your financial goals.
Enjoy Easy, Ongoing Guidance
Continuous service is woven into our philosophy. We guide you through decisions to help ensure your wealth journey aligns with your evolving goals.
Our Process
Once you share your financial goals with us, we’ll craft your personalized plan and put it into action at your convenience while you enjoy easy, ongoing guidance. Let’s start building together.
Components of Our Process
Retirement
Financial Planning
Taxes
Private Investments
Educational Resources
Cottonwood Wealth Strategies does not provide legal, tax, or accounting advice.
Other Resources for your Wealth Management Goals
Cottonwood can introduce clients to other qualified professionals that play an important role in client’s wealth planning, such as accountants, tax specialists, attorneys, and more.
- Trust Creation and Adaptation
- Legal Support
- Tax Support
Contact us to learn more.
Supporting your financial management is what we do best.
Let's Talk It Over