The Cottrell & Klaus Group
Our team shares a common goal: to help corporate executives and business owners pursue meaningful outcomes. Our client experience centers around a simple philosophy: funded contentment. Wealth carries a different meaning that is unique to each of our clients. Our purpose is to define answers to questions like:
- Is the path I'm on viable?
- When can I spend more time doing what I want, where I want and with the people I love?
- What am I not worrying about that I should be?
Our team provides fiduciary services through Merrill’s Investment Advisory Program. In a world where investment indexing is easier now more than ever, our team members facilitate a different kind of conversation; helping families manage everything from executive compensation to multi-generational wealth planning.
Our team demographic breaks the traditional mold. We understand you want an advisor that is not going to be retiring at the same time you will. We understand you want the next generation of your wealth to be well-equipped and have a trusted advisor. We understand you want a team that embraces technology and is adaptable to your needs. Our team is intentionally built with a unique mix of experience yet longevity ahead to serve you and your family for decades to come.
The experience we provide is designed around Access, Education and Process. After a two-step planning process, our on-boarding process is built for seamless transition: completed entirely electronically and with transparent and consistent communication from on of our Service Partners. We welcome you to explore more about our team below.
The Cottrell & Klaus Group serves a unique but important set of clientele—executives, owners and the senior leadership of publicly-traded and private companies across the country. We are fluent in planning with clients that build wealth through concentration.
Our team of seven is equipped to serve those employed at the highest level, especially, though not exclusively, those receiving restricted stock, options, and/or profit share. Our team integrates itself with other professionals that your family would work with, including attorneys, accountants, and insurance agents.
CFP®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
