Cottonwood began as a family partnership, helping prominent individuals and families invest wisely and with intent.

As an independent fiduciary, we’re able to openly source investment opportunities for our clients, whether they’re in traditional markets or opportunities in the private sector. We provide true, holistic planning tools that aren’t confined to one financial institution or platform, because no one financial plan is. All of this allows us to stay intently focused on what matters most: our clients. Because we shouldn’t have to make decisions or give advice based on any other motives than what’s in the best interests of our clients and their families. As a truly independent firm, we can do that. Today’s best and brightest need a financial partner that delivers comprehensive solutions and service—and that’s exactly what we at Cottonwood strive to do.