The Cottonwood Group of Wells Fargo Advisors
The Cottonwood Group is a team rooted in the solid and enduring foundation of father-son relationships. They guide their clients wisely to address the full spectrum of their assets and liabilities by combining multi-generational perspectives with experience working in turbulent markets and environments. Their strength, stability and longevity deliver the steadfast, diligent service that clients expect and deserve. Their goal is to take all the pieces of your investment puzzle and put them in place. To do so, they utilize their process that integrates wealth management with risk and liability management, income, and tax-efficient planning, and philanthropy for successful families, professionals and business owners. The Insight FORMula is designed to adjust and monitor your crucial life and financial events to keep your plan on track.