Cottonwood Wealth Strategies was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into and easy-to-understand format. Our objective is to take all the pieces of the financial puzzle and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process: The Insight FORMula, helps you pursue your financial independence. Having developed and refined this process, some things have become clear... At CWS, we recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are best suited for. In doing that, we are able to provide an elevated client experience keeping all the pieces of each client's individual financial plan in place. Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities law and may not reflect the experience of all clients of the firm or financial professional.