For the estate attorneys, CPAs, trust advisors, bookkeepers, and business advisors whose clients need more than one kind of expertise — and rarely know how to ask for it.
Your client’s financial life doesn’t stay in your lane. It was never going to.
You handle your discipline — the trust, the tax return, the valuation, the books, the deal — and you handle it well. Research from Bank of America Private Bank found that 67% of wealthy individuals who use advisors work with multiple advisors, yet only 46% reported being very satisfied with their financial advisor’s communication with their other advisors. The expertise is usually there. The coordination usually isn’t.
When the pieces aren’t connected, it’s your relationship that absorbs the cost.
An estate plan without an aligned investment strategy behind it can fail at execution. A trust whose beneficiaries don’t understand their own distributions creates friction that lands back on the trust advisor. A growing business with no succession or personal wealth plan turns a clean set of books into a scramble later. An owner who exits without a liquidity plan finds out the sale wasn’t the finish line they expected. None of that is a failure on your part, but your client will feel it, and they’ll remember where it happened.
We don’t compete for your seat. We fill the one next to it.
You keep the relationship, the plan, the filing, the deal, whatever your role already is. We handle the wealth strategy that connects to it: investment management, coordinated tax-aware planning, and wealth transfer strategy, built around the work you’re already doing. When something moves that touches your side of the table, we coordinate with you when appropriate and authorized by the client.
Here’s what working together actually looks like.
You introduce us when it makes sense for your client, and, with the client’s authorization, we keep you informed throughout the engagement. It runs both directions — when we come across a client who needs an estate attorney, a CPA, a trust advisor, a bookkeeper, or a business advisor, that referral goes back to our partners first.
If your clients are already asking questions outside your discipline, let’s talk about what a coordinated relationship could look like for your practice.
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Cottonwood Wealth Strategies partners with estate attorneys, CPAs, trust advisors, bookkeepers, and business advisors to deliver coordinated wealth strategy for shared clients. We’re based in Utah and work with clients across the country.
Disclosures:
Content is for informational purposes only and should not be considered an offer to buy or sell any securities or financial instruments, or to provide any investment advice or service.
Cottonwood Wealth Strategies does not provide legal, tax, or accounting advice.