“We have made the shift to the RIA mannequin as a result of it is our accountability to construction personalised plans that align with our shoppers’ targets and tax conditions,” said Tom Pappas. “Our shoppers process CWS to handle their multi-generational wealth, navigate troublesome challenges and hold their methods on monitor – there isn’t any one dimension suits all. By launching a fee-only advisory enterprise, there’s a increased degree of transparency and fiduciary accountability, permitting us to serve our shoppers and group higher.”
The agency, previously often called The Cottonwood Group, spent greater than 30 years growing and refining the Insight FORMula, a complete method that walks households and enterprise house owners by means of a three-stage strategy of Discovery, Design and Deploy. This course of is designed to information shoppers by means of their monetary journeys’ inevitable ups and downs, staying nimble on this rapidly-changing atmosphere.
“There are numerous components that may affect a call to start out an unbiased 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 means of this journey.”
“As a fee-only agency, we will provide 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 partaking TradePMR for expertise and brokerage assist primarily based on the agency’s twenty-year monitor report 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 will higher serve our shoppers,” continued Pappas.
Thomas Pappas, President, and Matthew Pappas, CEO, will function co-investment officers on behalf of the agency. Michael Pappas, Chief Technique Officer, can be heading client-strategies and varied 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
Based mostly 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 along with his two sons, Matthew and Michael Pappas, the group makes use of an Perception FORMula to combine danger administration, tax technique, and philanthropic planning right into a complete monetary plan for households and entrepreneurs. For extra info go to: www.cottonwoodws.com.
Cottonwood Wealth Methods is a registered funding adviser and doesn’t present any authorized, accounting or tax recommendation. It is best to search the counsel of a certified accountant and/or lawyer when essential. A replica of our written disclosures brochure discussing companies and charges is obtainable upon request. Advisory companies supplied by means of Cottonwood Capital Advisors, LLC, doing enterprise as Cottonwood Wealth Methods, LLC.
For greater than twenty years, TradePMR has labored with growth-minded unbiased 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 companies supplier (Member FINRA/SIPC), primarily based in Gainesville, Fla., works to streamline fee-only funding advisors’ operations by means of complete custodial, operational and buying and selling assist. For extra info, go to www.TradePMR.com.
Securities supplied by means of 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 supplies correspondent companies to broker-dealers and registered funding advisors and doesn’t present companies to most of the people. Be taught extra at: www.firstclearing.com
TradePMR and First Clearing will not be affiliated.
Cottonwood Wealth Methods
SOURCE Cottonwood Wealth Methods