Cotton Wealth Management Associates

Tel: 214-420-4440
15301 Spectrum Drive
Suite 390
Addison, Texas  75001
Cotton Wealth Management Associates | Financial Advisor in Addison,Texas

About Cotton Wealth Management Associates

Steve was raised and educated in Dallas, and has had a multifaceted career in investments, business, government, public affairs, media relations and marketing for more than 41 years. His professional experience has included wealth management for private clients and churches, business planning and marketing, high-level government relations, and program development responsibilities. He is currently a Registered Representative with LPL Financial, an independent Financial Advisor with Independent Financial Partners (IFP), and is President of Cotton Wealth Management Associates, a financial planning and wealth management firm.

General Information

Services:   Retirement Plans, Tax Plans, 401(k) and 403(b) Planning, College Plans, Estate Plans, Money Purchasing Plans, Profit Sharing Plans, Relocation Tax Issues, State Tax Planning, Individual Tax Planning, Income, Gift and Estate Tax Returns

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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