Three Cord True Wealth Management
Cottrill, Arbutina Wealth Management Group specializes in comprehensive wealth planning to help individuals pursue focused goals to provide a range of investments and income that seek to meet their needs. Our advisors provide a personal service, understanding each client’s needs and personality to pursue the results best tailored for them.
We help clients develop a comprehensive set of objectives, after a complete review of their current financial situation, and assist them in creating their own personal investment strategy. Often this includes issues related to investment selection, wealth transfer to the next generation, asset protection, and efficient day to day wealth management.
Our services include the following:
- Comprehensive financial planning;
- Investment Services;
- Tax planning and compliance;
- Retirement planning;
- Estate planning;
- Business owner succession planning;
- Key employment benefits planning; and
- Group benefits (including qualified retirement plans)