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.
Saving for College 101
Here’s a crash course on saving for college.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Lifestyle considerations in creating your retirement portfolio.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Making the most of surprises is a great reason to work with us.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The market is as unpredictable as the weather. We’d love to help you prepare.
Around the country, attitudes about retirement are shifting.
Do you know these three personal finance sayings?