The Cottonwood Group of Wells Fargo Advisors, LLC

1441 West Ute Boulevard, Suite 380, Park City, UT 84098

(435) 940-6909


As our clients’ CFO or Complete Family Office, sound practices and investment principles are crucial to help preserve wealth and manage risk. With over 100 years combined experience, our father-son team has a dynamic unlike any other firm.

The Cottonwood Group provides panoramic financial planning to clients who are influencers, in an engaged environment with an insightful voice.  Helping them feel empowered and providing them clarity about their future, through a process called The Insight Formula.

Current Business Details
  • By Appointment Only: