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 objective 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.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Five creative (and inexpensive) ideas for motivating your employees.
There are ways to improve your physical fitness without denting your fiscal fitness.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There are common mistakes you can avoid when saving for retirement.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.
A special needs trust helps care for a special needs child when you’re gone.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.