Cottonwood Wealth Strategies – Startup Investor Profile

Cottonwood Wealth Strategies is a financial firm that guides clients wisely to address the full spectrum of their assets and liabilities, leveraging multi-generational perspectives. The leadership team, including Thomas Pappas, Matthew Pappas, Jennifer Emery, Amy Kondris, and Zachary Quinn, plays a vital role in managing investment portfolios and client relationships. The firm is rooted in strong family relationships, exemplifying their partnership and collaboration style. Cottonwood Wealth Strategies has a focus on wealth management, risk management, cash flow, tax investing, and advisory services. The investment check size of Cottonwood Wealth Strategies is $349,040.

Location:

Country: United States of America

Investment Regions:

Investment Stages: pre-seed, seed

Website: http://www.cottonwoodws.com

AI Reasoning: Search of Cottonwood Wealth Strategies official site and web results found no public record of specific startup investments or dated deal announcements. The site’s private investments pages have general content but no dated investment activities. No press releases or news articles tying Cottonwood Wealth Strategies to a named startup or a recent investment date were found. Given absence of identifiable recent investment events, classify as low-active (last known investment more than 12 months ago).

Low Activity – Only known angel investments more than 12 months ago.

Active – Known angel investments between the last 12 and 6 months.

Very Active – Known angel investments in the last 6 months.