Your Insights. Our Formula. One Path.



Our Process

A look into our practice

Our goal is to take all the pieces of your investment puzzle and put them in place. To do so, we utilize our 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 track your critical life and financial events to keep your plan on track. The Insight FORMula focuses on the three D's.
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  • What do you want to accomplish?
  • What is essential to you?


  • How will we get you there?
  • What services are the best fit for you?


  • Investment and legacy planning
  • Customized strategy implementation
  • Continuous service
  • Building a lasting relationship


Cottonwood Wealth Strategies is a team rooted in the solid and enduring foundation of family relationships. We guide our clients wisely to address the full spectrum of their assets and liabilities by utilizing multi-generational perspectives with experience working in turbulent markets and environments.



You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.


A host of financial tools to assist you.


Educate yourself on a variety of financial topics.


These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.


These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.


Financial terms from A to Z.


Timely newsletters to help you stay current.

Our Office

650 South 500 West, Suite #176,
Salt Lake City, Utah, 84101
Phone: (385)853-5000
Fax: (385)853-5006

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