Wealth Management News – Cottrill, Arbutina Wealth Management Group, LLC and its talented team regularly make news with a variety of business, professional and community activities.

2012 News

 

New Peters Twp. office

Jan. 1, 2012 – To accommodate continuing growth, Cottrill, Arbutina Wealth Management Group relocates its satellite office in Peters Township to this new address, effective Jan. 1, 2012: 157 Waterdam Road, Suite 280, Waterdam Commons Office Park – McMurray, PA  15317. Its telephone and fax numbers remain unchanged. Tel: 724.683.3455 - Fax: 724.941.1789.

2011 News

July 1, 2011 – Donald Angel, CFP®, AIF®, is elected president of the Rotary Club of McMurray and will serve for the 2011-2012 year. The Rotary Club of McMurray, serving Peters Township for 46 years, has performed countless community service projects and donated more than $1 million to local, regional and international charitable organizations. Among its notable local works have been purchasing and erecting the clock tower at the municipal building; constructing a picnic shelter in Elm Grove Park; conducting annual blood screenings; and providing scholarships to graduating high school students. Internationally, the club supports an orphanage in Cali, Colombia and has provided more than 200 sand filters to purify drinking water for families around the world. For additional information on the McMurray Rotary club, visit www.mcmurrayrotary.com.

 

MDA "jailbirds" Pamela Roesch (right) and Eleanor Wagner, CPA.

June 2011 – To raise funds so that the Muscular Dystrophy Association can send 10 children to camp this summer, sales associate Pamela Roesch of Cottrill, Arbutina Wealth Management Group (right) and Eleanor Wagner, CPA of Cottrill, Arbutina & Associates receive "fun warrants" and are sentenced to MDA Jail “for having big hearts,” but generously are “bailed out” by donations from clients, colleagues and friends. MDA provides help and hope to hundreds of thousands of children and adults across the country who live with neuromuscular disease. [ more ]

April 2011 – A guest column by Donald Angel, CFP®, AIF®, entitled "The 4 Percent Rule - What's the Right Amount to Withdraw from Retirement Funds Each Year?", is published in the Spring edition of the Western Pennsylvania Guide to Good Health. [ link ]

 

Above: the four squads fielded by Cottrill Arbutina Wealth Management Group and Cottrill Arbutina & Associates in this year's "Bowl for Kids Sake" benefitting Big Brothers Big Sisters of Beaver County. Below: bowlers Pamela Roesch and Tod Arbutina.

 

March 13, 2011 – The firms of Cottrill, Arbutina Wealth Management Group and Cottrill, Arbutina & Associates will field several teams for this year’s Bowl for Kids Sake benefitting Big Brothers Big Sisters of Beaver County. Approximately 500 bowlers are expected to participate in the two-day weekend event on March 12-13, 2011, at Sims Lanes in Beaver Falls and Baden Bowl in Baden.  The event is the largest annual fundraiser for the agency, which matches quality volunteer adult mentors with at-risk children ages 6 to 14 who reside in Beaver County within a home that lacks the involved and supportive participation of one or both parents. [ more ]

February 2011 – An article by Donald Angel, CFP®, AIF®, entitled "Long-Term Care Insurance Checklist," is published in the Winter edition of the Western Pennsylvania Guide to Good Health. [ link ]

2010 News

Nov. 16 , 2010 - Tod Arbutina has been elected to a three-year term on the board of directors of the Beaver Area Heritage Foundation, which operates an award-winning heritage museum and log house as a center for educating students, and sponsors the annual Garrison Day Sale and Memorial Day Parade in Beaver. Arbutina is a former board director of Big Brothers Big Sisters of Beaver County and as chair of its annual auction has helped raise more than $130,000 over the past several years. Previously, he served in leadership roles with the Beaver County Red Cross and the Rotary Club of Beaver.

Oct. 23, 2010 – The annual silent auction of Big Brothers Big Sisters of Beaver County, co-chaired by Tod Arbutina and his wife Tawnya , raises a record-breaking net of $32,000 to support the agency's mission to help vulnerable children to reach their potential, and an additional $8,000 in capital campaign contributions to assist with the acquisition, relocation and renovation of the agency's new building in New Brighton. With Arbutina's involvement, the auction has raised more than $130,000 over the past several years.

Oct. 19, 2010 - Donald Angel receives two designations – as a certified financial planner™ by the Certified Financial Planner Board of Standards, Inc. and as an Accredited Investment Fiduciary™ by the Center for Fiduciary Studies. He is a registered representative with, and offers securities through LPL Financial, an independent broker-dealer and member of FINRA/SIPC. CFPBS grants the CFP® certification to individuals who successfully complete initial and ongoing requirements, with more than 61,000 individuals authorized to use the mark as a recognized standard of excellence for personal financial planning. CFS provides education, investment analytics and resources essential for fiduciaries to effectively and successfully manage their roles and responsibilities, and its AIF® has been named one of the "Ten Most Wanted" designations in the industry by Financial Planning magazine.

 

Cottrill, Arbutina Wealth Management Group has completed its move to its new headquarters at 535 Third Street in the heart of the business district of historic Beaver, PA, a Pittsburgh Magazine "Top 10 Neighborhood."  Our beautiful new building will be a center for comprehensive tax, estate, investment and retirement planning for our clients, combining the hometown values of Main Street with the experience and skill of Wall Street. Note our new contact information -- tel 724.683.3450 - fax 724.683.3451. Click for directions and a list of new direct-dial phone numbers for our team.

Above, Jack Ellsworth (left) and Joe Bevevino of Cottrill, Arbutina & Associates.  Below, the four teams, organized by Pamela Roesch (back row, far left).

March 14, 2010 - Cottrill, Arbutina Wealth Management, LLC and the certified public accounting firm of Cottrill, Arbutina & Associates, Inc., jointly field four teams in support of the 26th annual "Bowl for Kids Sake" event, the largest, most successful fundraiser benefit for Big Brothers Big Sisters of Beaver County. The teams include "Dual Tools," with Julie Hines serving as captain; "Tax Masters" (led by William Lincoln); "Morning Stars" (Pamela Roesch); and "Significant Deficiencies." The competition is held held at Sim's Lanes in Beaver Falls, PA.

Jan. 28, 2010 - Construction of the firm's new headquarters building, at 525-535 Third Street in Beaver, PA, will start on Feb. 1, 2010. “We have every intention of taking occupancy by the first of September this year,” said Tod Arbutina, the firm's managing shareholder, and one of the principals of building owner Third Street Renaissance. “The building will be a major landmark on Beaver's Third Street and a place we will proudly call home."

Jan. 2010 - Burt White, Chief Investment Officer for LPL Financial, releases a white paper to start the new year, entitled" The Shift to Fueling Future Growth." Cottrill, Arbutina Wealth Management Group, LLC, offers securities through LPL Financial, Member FINRA / SIPC.

 

At the firm's "Roth IRA in 2010" seminar, Tod Arbutina describes some of the finer points of the conversion opportunity

Jan. 9, 2010 - Cottrill, Arbutina Wealth Management Group, LLC hosts a free seminar, "The Roth IRA in 2010: America's New Tax Break," explaining the rules and regulations surrounding Roth IRA conversions and how you can leverage the opportunity. Details.

2009 News

July 2009 - Tod Arbutina, co-founder and managing shareholder of Cottrill, Arbutina Financial Services, Inc., and a registered representative of LPL Financial, is named by Pittsburgh Magazine as a Five Star Wealth Manager and one of the “best personal wealth managers in the Pittsburgh area” based upon an extensive survey of client satisfaction. He is among less than seven percent of wealth managers in the region to receive this honor. [ more ]

August 2009 - LPL Financial ranks second in full service investor satisfaction in the J.D. Power and Associates 2009 U.S. Full Service Investor Satisfaction Study. With an overall score of 773 points on a 1,000-point scale, LPL Financial's performance is 42 points above the industry average. More.

May 2009 - Burt White, Chief Investment Officer for LPL Financial, releases a new white paper, "The Party Is Close to Starting, But Be Fashionably Late." Cottrill, Arbutina Financial Services, Inc., offers securities through LPL Financial, Member FINRA / SIPC.

Jan. 9, 2009 - LPL Financial managing director Lincoln Anderson issues an investor update regardng how consumers, businesses and government alike are creating plans for rebuilding after the 2008 market collapse.

News Archive 2005 to 2008