Where An Elevated Client Experience Meets Practical Financial Advice
About Us
At Cottage Hill Capital, our mission is to provide an elevated client experience and practical advice to guide your financial decision making. We take time to listen to your challenges, and we let your goals drive all of our decisions. From the smallest transactional requests to the biggest life goals, we’re here to support you every step of the way.
commitment to individuals and families
If you’re looking for truly elevated service, you’ve come to the right place. We strive to provide the finest client experience possible by serving you with genuine care and comfort. Like a cozy cottage on a hill, we want every interaction with us to feel warm, relaxed, and comforting.
How do we do that? By serving you with the honesty, respect and integrity you deserve. We strive to be the trusted advisor you’ve been looking for.
commitment to business owners
As a business owner, you’ve worked hard to build a thriving company. You dedicate your time and efforts to ensuring the success of your business, your employees and your customers. But who is taking care of your long-term financial needs?
The answer to all of these questions lies in a custom business financial plan. At Cottage Hill Capital, we can help you create overarching plan that measures todays’ goals and your future ambitions. A measurable plan creates a collaborative relationship you can rely on.
our services
Financial
Planning
We take a comprehensive approach to financial planning, incorporating a wide range of strategies into a single plan to guide your decision making.
Investment Management
Investments play a key role in your ability to pursue your financial goals, which is why we support you in developing a diversified portfolio to meet your needs and help navigate your challenges.
Retirement Income Planning
We take a comprehensive approach to financial planning, incorporating a wide range of strategies into a single plan to guide your decision making.
Multi-Generational Wealth Planning
We understand the importance of planning for a generational of transfer of wealth. We also understand that a successful transition is most efficient when all parties are involved in the planning.
Employer-Sponsored Retirement Plans
Offering a well-designed retirement plan can be an effective way to attract and retain talented employees.
Are You Charitably Inclined? We can help you create a charitable giving strategy.
Learn How To Create Your Own Donor Advised Fund.
what our clients say
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john doe | ceo of lorem
Connect with Cottage Hill Capital
Your Investment Management & Financial Planning Solution.
Are you interested in learning more about how our elevated client experience can help you pursue your goals? We’d love to have a conversation! Please provide your contact information so we can schedule a time to talk
Frequently asked questions
What types of investments do you offer?
We take an open architecture approach to investing, which means we are free to choose from a virtually unlimited universe of investments in order to build custom portfolios based on our clients’ needs. As an independent advisory firm, we have no parent company, joint ventures or investment manager affiliations. This allows us to choose a diversified mix of investments specifically designed to help you achieve your long-term goals.
Why did you name your firm Cottage Hill Capital?
We take an open architecture approach to investing, which means we are free to choose from a virtually unlimited universe of investments in order to build custom portfolios based on our clients’ needs. As an independent advisory firm, we have no parent company, joint ventures or investment manager affiliations. This allows us to choose a diversified mix of investments specifically designed to help you achieve your long-term goals.
Who will I work with?
We take an open architecture approach to investing, which means we are free to choose from a virtually unlimited universe of investments in order to build custom portfolios based on our clients’ needs. As an independent advisory firm, we have no parent company, joint ventures or investment manager affiliations. This allows us to choose a diversified mix of investments specifically designed to help you achieve your long-term goals.
What percentage of your time is reserved for serving clients?
We take an open architecture approach to investing, which means we are free to choose from a virtually unlimited universe of investments in order to build custom portfolios based on our clients’ needs. As an independent advisory firm, we have no parent company, joint ventures or investment manager affiliations. This allows us to choose a diversified mix of investments specifically designed to help you achieve your long-term goals.
How do I get started?
We take an open architecture approach to investing, which means we are free to choose from a virtually unlimited universe of investments in order to build custom portfolios based on our clients’ needs. As an independent advisory firm, we have no parent company, joint ventures or investment manager affiliations. This allows us to choose a diversified mix of investments specifically designed to help you achieve your long-term goals.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Cottage Hill Capital and LPL Financial are separate entities.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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