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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A look inside the U.S. government's statistics on household net worth.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Smart investors take the time to separate emotion from fact.
A bucket plan can help you be better prepared for a comfortable retirement.
The decision whether to buy or rent a home may have long-term implications.
Making the most of surprises is a great reason to work with us.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
All about how missing the best market days (or the worst!) might affect your portfolio.