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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Beware of these traps that could upend your retirement.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Why are 401(k) plans, annuities, and IRAs so popular?
How does your ideal retirement differ from reality, and what can we do to better align the two?
The market is as unpredictable as the weather. We’d love to help you prepare.