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.

2013 News

January 2013 - A guest column by Donald Angel, CFP®, AIF®, headlined "Ten Investment Mistakes to Avoid", is published in the Winter 2013 edition of the Western Pennsylvania Guide to Good Health. [ link ]

2012 News

Oct. 10, 2012 - Managing member Tod R. Arbutina recently attends a two-day Marcellus Shale conference in State College, PA, hosted by the Pennsylvania Institute of Certified Public Accountants. The conference covers a wide range of complex issues from joint operating agreements and land title issues to taxation, geology and natural gas production. Additional topics include trusts, estate planning and insurance applications; master limited partnerships and M&A activity; not-for-profit tax issues; implementing new regulations mandated by the Dodd-Frank Act, and midstream, storage and commercial updates. Arbutina also is managing shareholder of Cottrill, Arbutina & Associates, P.C. and is a member of the PICPA’s Marcellus Shale Communications Committee.*

 

Arbutina	Angel

July 2012 - Tod R. Arbutina, CPA, CFP®, MBA and Donald W. Angel, CFP®, AIF®, again are selected by Pittsburgh Magazine as a “Five Star Wealth Manager.” This recognition covers the “best personal wealth managers in the Pittsburgh area” representing less than seven percent of the wealth managers in the region. Their 2012 awards are based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final Five Star list.

June 25, 2012 - Cottrill, Arbutina Wealth Management Group has launched a rebranded website designed to highlight its team of specialists, capabilities and library of financial and business planning articles. “We want to continue to differentiate our firm with a content-rich website of high visual quality,” said Tod Arbutina, the firm’s managing member.  “The website is intended to be an indispensable, go-to resource for our clients and friends.” The new site, www.cottrillarbutina.com/wm, more closely aligns the firm’s visual identity with its myriad other corporate communications initiatives.

June 2012 - LPL Financial is ranked as the number one broker-dealer in the nation by Financial Planning Magazine. [ article reprint ]

June 2012 - In recognition for his service as president of the Rotary Club of McMurray, PA, Donald W. Angel, CFP®, AIF®, is pictured on the cover of the 2011 Citizen’s Financial Report of the Peters Township Parks and Recreation Department. [link]  During his 2011-2012 term as Rotary president, Angel helped lead fundraising for local and worldwide philanthropic causes, including the Annual Fishing Derby benefitting local children and upgrades to the Peterswood Park expansion project. For additional information on the McMurray Rotary Club, visit www.mcmurrayrotary.com.

 

Cottrill Arbutina Wealth Management Group hosts the Beaver County Chamber of Commerce "Afterhours" networking event for a crowd of 70 attendees

 

May 17, 2012 - The Beaver County Chamber of Commerce holds its popular "Afterhours" networking event at Cottrill Arbutina Wealth Management Group's Beaver building, attracting a crowd of more than 70 attendees, and featuring food, beverages and tours of the firm's new offices.

 

March 18, 2012 - Cottrill Arbutina Wealth Management Group helps field 4 teams competing in the 28th annual "Bowl for Kids Sake" event on March 18, 2012, helping Big Brothers Big Sisters Beaver County raise nearly $60,000.

 

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.

* Tax and accounting services provided by Cottrill, Arbutina & Associates, Inc. are not affiliated with Cottrill, Arbutina Wealth Management Group nor LPL Financial.

 

News Archive 2005 to 2011