Cottonwood Asset Management, located in Sandy, UT, offers a range of financial services including investment management, tax preparation, and personal financial planning. Led by President David Kaplan, a CPA and CFA with over 20 years of experience, the firm provides tailored solutions to meet clients' financial objectives.
With a focus on supervising and managing investment portfolios, Cottonwood Asset Management conducts regular performance reviews and detailed financial planning to ensure investments align with clients' tax situations and risk profiles. The firm also offers tax services, business consulting, and Quickbooks consulting to support a comprehensive approach to financial management.
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