Cottonwood Capital Advisors
Overview
Cottonwood Capital Advisors is an independent financial advisory and wealth management firm based in Irving, Texas. The firm offers comprehensive financial planning services, including retirement planning, cash flow analysis, education planning, legacy planning, life insurance, and long-term care insurance. They also provide investment implementation services, focusing on growing and preserving wealth through strategic asset allocation and ongoing portfolio due diligence. Their approach emphasizes intentional and systematic communication with clients, including annual portfolio reviews and advisor coordination. The firm's investment focus includes real estate and private equity, targeting growth, late-stage, and buyout opportunities. They primarily operate within the United States, with a particular emphasis on Texas. Cottonwood Capital Advisors serves individuals and families, aiming to deliver personalized financial strategies that align with clients' long-term goals. Founded in 2013, Cottonwood Capital Advisors is led by a team of experienced professionals, including Stephen Shipley, CPWA®, and Jay Rubottom, CFP®, who co-founded the firm after extensive careers in financial services. The firm operates on core values of candor, wisdom, and stewardship, striving to build trust and deliver results for their clients.
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Frequently asked questions about Cottonwood Capital Advisors
What sectors does Cottonwood Capital Advisors invest in?
Cottonwood Capital Advisors invests in Financial Services and Real Estate, and is based in Irving, United States. Cottonwood Capital Advisors is listed as a private investment firm in the ConnectSafely investor database.
What stage does Cottonwood Capital Advisors invest at?
Cottonwood Capital Advisors backs companies at Growth, Late Stage and Buyout, writing cheques of 1M - 50M.
Which regions does Cottonwood Capital Advisors invest in?
Cottonwood Capital Advisors invests across United States.
Who are the partners at Cottonwood Capital Advisors?
Team members listed for Cottonwood Capital Advisors include Stephen Shipley (Founder) and Jay Rubottom (founder -- director of business development).
How do I contact Cottonwood Capital Advisors?
Cottonwood Capital Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
