“We have made the shift to the RIA mannequin as a result of it is our duty to construction customized plans that align with our purchasers’ objectives and tax conditions,” acknowledged Tom Pappas. “Our purchasers job CWS to handle their multi-generational wealth, navigate tough challenges and preserve their methods on observe – there isn’t a one measurement matches all. By launching a fee-only advisory enterprise, there’s a increased degree of transparency and fiduciary duty, permitting us to serve our purchasers and neighborhood higher.”
The agency, previously referred to as The Cottonwood Group, spent greater than 30 years creating and refining the Insight FORMula, a complete method that walks households and enterprise house owners by a three-stage technique of Discovery, Design and Deploy. This course of is designed to information purchasers by their monetary journeys’ inevitable ups and downs, staying nimble on this rapidly-changing surroundings.
“There are numerous elements that may affect a call to begin an impartial registered funding adviser agency, but when I had to decide on one, it is the autonomy to create a singular shopper expertise,” mentioned John Peluso, President of First Clearing. “We’re excited to welcome Cottonwood Wealth Methods to our custodial platform and assist them by this journey.”
“As a fee-only agency, we are able to supply extra numerous and distinctive funding alternatives which might be tailor-made particularly for your loved ones or enterprise,” mentioned Matthew Pappas. “Entrepreneurs and enterprise house owners are likely to have extra advanced wants. We act because the information to assist them navigate these wants.”
Cottonwood Wealth Methods is participating TradePMR for expertise and brokerage assist based mostly on the agency’s twenty-year observe file of serving 1000’s of RIAs. “As a agency that was based by a former monetary advisor, it was clear from our first conversations that TradePMR understands an RIA’s day-to-days obstacles and are fast to offer assist and options in order that we are able to higher serve our purchasers,” continued Pappas.
Thomas Pappas, President, and Matthew Pappas, CEO, will function co-investment officers on behalf of the agency. Michael Pappas, Chief Technique Officer, might be heading client-strategies and numerous operational points of the Salt Lake Metropolis-based agency. To schedule an introductory name, e mail [email protected] or name (385) 853-5000.
ABOUT COTTONWOOD WEALTH STRATEGIES
Primarily based in Salt Lake Metropolis, Cottonwood Wealth Methods is a fee-only wealth administration agency that advises high-net-worth households with multi-generational wealth planning. Based by Thomas Pappas together with his two sons, Matthew and Michael Pappas, the staff makes use of an Perception FORMula to combine threat administration, tax technique, and philanthropic planning right into a complete monetary plan for households and entrepreneurs. For extra data go to: www.cottonwoodws.com.
Cottonwood Wealth Methods is a registered funding adviser and doesn’t present any authorized, accounting or tax recommendation. You need to search the counsel of a certified accountant and/or legal professional when mandatory. A duplicate of our written disclosures brochure discussing providers and charges is on the market upon request. Advisory providers supplied by Cottonwood Capital Advisors, LLC, doing enterprise as Cottonwood Wealth Methods, LLC.
For greater than twenty years, TradePMR has labored with growth-minded impartial registered funding advisors (RIAs) serving to to offer the revolutionary expertise instruments and assist designed to rework their companies. The privately-held brokerage and custodian providers supplier (Member FINRA/SIPC), based mostly in Gainesville, Fla., works to streamline fee-only funding advisors’ operations by complete custodial, operational and buying and selling assist. For extra data, go to www.TradePMR.com.
Securities supplied by Commerce-PMR, Inc., member FINRA/SIPC.
About First Clearing
First Clearing is a commerce title utilized by Wells Fargo Clearing Companies, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Firm. First Clearing offers correspondent providers to broker-dealers and registered funding advisors and doesn’t present providers to most people. Study extra at: www.firstclearing.com
TradePMR and First Clearing are usually not affiliated.
Cottonwood Wealth Methods
SOURCE Cottonwood Wealth Methods