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.

2010 News

Above, left to right: Jack Ellsworth, John Horvatich and Julie Herstine. Below, Cottrill Arbutina's 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" (Julie Herstine). The competition is held held at Sim's Lanes in Beaver Falls, PA.

Construction of the firm's new headquarters in the heart of Beaver's business district began Feb. 1, 2010.

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