We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
WHAT WE DO
We offer a comprehensive range of financial solutions for individuals, families, and businesses.Learn More
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
The Power of Independence
Many of the most successful investment professionals have come to realize the value of independence — both for themselves and their clients — and want to provide unbiased and independent advice.
Cottrill Arbutina Wealth Management Group employs a team-based, objective approach to service our clientele. Independence at Cottrill Arbutina Wealth Management Group allows our clients the freedom of product choice, quality service, and superior technological capabilities.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Is your estate in order? This short quiz may help you assess your overall strategy.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
These food myths will really put a drain on your wallet.
When considering life insurance, it's important to understand your options.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Three things to consider before dipping into retirement savings to pay for college.
It's easy to let investments accumulate like old receipts in a junk drawer.
What if instead of buying that home, you invested that money?
The decision whether to buy or rent a home may have long-term implications.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
There are hundreds of ETFs available. Should you invest in them?