535 Third Street,
September 28, 2020
Thank you for being a valued client of Cottrill Arbutina Wealth Management Group (CAWMG).
We are pleased to announce that CAWMG will now be known as Three Cord True Wealth Management (Three Cord). This is not a simple rebranding, but a reflection of our philosophy of how we can serve you best – now and in the future. Three Cord will allow us the opportunity to provide the innovative, coordinated, and cost-efficient services that you deserve. Your team and account number will stay the same and you will not experience a drop in the service that you have come to expect from us. In fact, in a world impacted by a pandemic, we are investing in technology to better serve you in-person (if permitted), virtually, or a combination of both – whichever you prefer.
Three Cord was created with the knowledge that true wealth management requires an understanding of your goals holistically. The Three Cords of True Wealth Management are investments, tax planning and insurance. All three of these cords impact your current and future financial wellbeing. By understanding the effect of these three cords, we can help you develop a financial plan that optimizes these three factors.
The philosophy of True Wealth will also include new services that may be of value to you. An example of a new service is our College Planning Service, led by Nick Raught. Not only will our College Planning Service address the financial impact of college, but we will also work with other advisors who can provide insight into the career paths of a future student and help navigate the college application process.
During the transition, you will receive an email from “email@example.com” to transfer your information to the new entity (Three Cord True Wealth Management) plus you will receive a letter from LPL informing you of this change. Both the email from DocuSign and LPL are normal for this type of procedure.
Also, we will be sending your onboarding packet by way of email to help comply with the limitations caused by COVID-19 and to expand our efforts to “go green” by reducing paper waste as much as possible. However, we will make available a hard copy of the onboarding packet upon request.
Please do not hesitate to reach out to me or any of your advisors if you have any questions or concerns.
We look forward to serving you and your family long into the future.