Cottrill, Arbutina Wealth Management Group  
     
 

 

   

It's Our Job To Help Make Your Dreams Come True

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, Advice for Lifeunderstanding each client’s needs and personality to pursue the results best tailored for them.

Our services include the following:

  • Comprehensive financial planning*
  • Investments;
  • Tax planning and compliance;
  • Retirement planning;
  • Estate planning;
  • Business succession planning;
  • Employment benefits planning; and
  • Group benefits (including qualified retirement plans)

 


Weekly Market Commentaries

Weeks of:

 

2013: May 20 May 13 May 6 Apr. 29 Apr. 22 Apr. 15 Apr. 1 Mar. 25 Mar. 18 Mar. 11 Mar. 4 Feb. 25 Feb. 19 Feb. 11Feb. 4Jan. 28 Jan. 22 Jan. 14 Jan. 7

2012: Dec. 31 Dec. 24 Dec.17 Dec.10  Dec. 3 Nov. 26 Nov. 19 Nov. 11 Nov. 5 Oct. 29 Oct. 22 Oct. 15 Oct. 8 Oct. 1 Sept. 24 Sept. 17 Sept. 10 Sept. 4 Aug. 27 Aug. 20

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New Fidelity Callan Chart 1992-2011 [more]

New Compass 20-Year Asset Chart [more]

 

LPL Financial

9785 Towne Centre Drive, San Diego, CA 92121

800.877.7210

Disclosure on Commissions - In connection with the American Institute of Certified Public Accountants' Code of Professional Conduct, Rule 503, our licensed CPA financial advisors receive insurance and/or investment sales commissions should an insurance and/or investment transaction be consummated. Tod R. Arbutina and Donald W. Angel are Registered Representatives with and securities, financial planning and fee based services offered through LPL Financial, "a Registered Investment Advisor," Member FINRA / SIPC.


The firm’s professionals are registered in 22 states – Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia.