Our Wealth Management Process


Our Financial Collaboration

Annual | Financial review meeting with The Cottonwood Group's Advisors

Monthly | Market and timely topic videos emailed directly

Ongoing Resources | Invitation to our social events and volunteer activities; timely financial content via LinkedIn and cottonwoodgrp.com; exclusive access to our Insights Video Series; exclusive access to your dedicated Wealth Management Advisors via web, email, and personal mobile numbers.