Business Financial Services

Many of our clients are business owners and executives. They require a broader array of products and services to coincide with the intricacies of their businesses. The Cottonwood Group has extensive experience dealing with business financial needs including:

  • Professional Cash Management
    • Traditional and non-traditional cash management strategies.
  • Business Transitioning
    • Selling an existing businesses

    • Starting a new business

    • Moving into a different position

    • Pass-down strategies
  • Executive Planning
    • Incorporating private and public stock holdings

Wells Fargo Advisors and its affiliates are not tax or legal advisors.