Cottonwood Wealth Strategies is an independent financial services firm based in Nebraska, USA. The firm's mission is to help clients build, manage, and preserve their wealth through a personalized, team-based approach. They offer comprehensive financial planning services, including investment management, retirement planning, estate conservation, and insurance/annuity products. As a Registered Investment Adviser (RIA), they are committed to a fiduciary standard, putting their clients' interests first. The firm was founded by Aaron Bruns, who established the company to provide objective, tailored financial guidance free from the pressures of large brokerage firms.

Founded in

United States