Cottonwood Wealth Strategies

EST. AUM
$278,976,451

CONTACTS
2

CLIENT ACCOUNTS
638

Firm Details

Metro area Salt Lake City
CRD Number 311272
Website cottonwoodws.com
Client types

Overview

Cottonwood Wealth Strategies was born out of the desire to find a better way to help clients improve and organize their financial lives into an easy-to-understand format. Their objective is to take all the pieces of the financial puzzle and put them in place. Each plan is unique. Many of those pieces may not be relevant to a client or their plan at a given time, but as their life unfolds and their needs evolve, their process: The Insight FORMula, helps them pursue financial independence. Having developed and refined this process, some things have become clear... At CWS, they recognize that they are not all things to all people; they are all things to some people. Their client relationships are based on a very specific FIT process, allowing them to partner with those clients they are best suited for. In doing that, they are able to provide an elevated client experience keeping all the pieces of each client's individual financial plan in place.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cottonwood Wealth Strategies

Platform Details

Investment Preferences

Alternative Activity

Address

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