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We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

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We offer a comprehensive range of financial solutions for individuals, families, and businesses.

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We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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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.

Helpful Content

An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.


Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

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.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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