Cottonwood Asset Management

At Cottonwood Asset Management LLC, our mission is to provide personalized financial services to individuals, small businesses, and non-profit organizations in Salt Lake City, Utah. Our team, led by David Kaplan, CPA, CFA, is dedicated to delivering expert guidance and support to help our clients achieve their financial goals.

Our Services

We offer a comprehensive range of services, including investment services, small business accounting, tax services, and personal financial planning. Our investment services include supervising and managing stock, mutual fund, and fixed income portfolios, as well as providing detailed financial planning and hourly consultation. Our tax services include tax preparation, tax planning, QuickBooks consulting, and bookkeeping services.

Our small business accounting services are designed to help businesses of all sizes manage their financial operations efficiently. We provide bookkeeping services, including creating and maintaining a chart of accounts, preparing federal, state, and local tax returns, and performing periodic internal audits to ensure accuracy and identify discrepancies. We also offer bank reconciliation services to ensure that our clients' accounting records align with their monthly bank statements.

Our Expertise

With over 20 years of finance and investment experience, David Kaplan, CPA, CFA, is well-equipped to provide broad-based financial expertise to our clients. As a CPA, he is qualified to prepare individual, corporate, and partnership tax returns, and assist with tax planning. His investment background enables him to recommend investment strategies that are consistent with our clients' tax situations, risk tolerance, time horizon, and sophistication level.

Why Choose Us

At Cottonwood Asset Management LLC, we pride ourselves on our personalized approach to financial services. We take the time to understand our clients' unique financial situations, objectives, and concerns. Our goal is to provide tailored solutions that meet our clients' specific needs and help them achieve their financial goals.