A personalized approach to
Wealth Management
We help our clients navigate
The risks and rewards of wealth
As Relationship Ambassadors, we work in close partnership with each of our clients’ trusted advisors as their Personal Financial Advocate. With decades of experience in money management, tax planning, estate transfer, and portfolio protection, our coordinated approach develops an insightful, personal benchmark unique to each client.
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10/1
Headquartered in Salt Lake City, Utah, Cottonwood is a fully integrated real estate company focused exclusively on the multifamily asset class. Cottonwood invests primarily in major metropolitan markets throughout the U.S. and currently manages over 14,000 apartment units across 13 states, representing approximately $2 billion in assets under management.
10/7
Hamilton Point Investments is a real estate investment company that owns and manages multifamily properties. The company invests through a series of real estate private-equity investment funds that seek to acquire apartment communities in growing markets at below replacement cost pricing.