Cottrill, Arbutina Wealth Management Group specializes in comprehensive wealth planning to help individuals pursue focused goals to provide a range of investments and income 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*
- Tax planning and compliance;
- Retirement planning;
- Estate planning;
- Business owner succession planning;
- Key employment benefits planning; and
- Group benefits (including qualified retirement plans)
We prefer to be compensated through a fee structure, meaning we are paid to work in our clients’ best interests, and not solely based on the products we recommend, unlike many of our competitors.
We use LPL Financial's Wealth Vision to serve as your personal financial homepage, onsolidating all of your information
in one highly secure location. View.
* Tod R. Arbutina and Donald W. Angel are Registered Representatives with and offer securities,
financial planning and
fee based services through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. 2008