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Accounting Firm

Cottonwood Asset Management

Salt Lake City firm offering investment management, tax preparation and bookkeeping for individuals and businesses

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About Cottonwood Asset Management

Cottonwood Asset Management combines investment management with tax and accounting work from its office in Salt Lake City, Utah. It is led by David Kaplan, who holds both CPA and CFA qualifications and aligns clients' investments with their tax position and risk tolerance.

What Cottonwood Asset Management does

  • Investment management: oversight of stock, mutual fund and fixed income portfolios, with monthly or quarterly reviews.
  • Financial planning: detailed plans or consultations billed by the hour.
  • Tax preparation: returns for individuals, corporations, non-profits and partnerships.
  • Bookkeeping and QuickBooks support: accounting help for small firms.
  • Business consulting: advice on choosing a legal entity and setting up accounting systems.

Customers and markets

The firm serves individual investors and businesses of different sizes that need accounting and tax support.

Key facts

  • Based in: Salt Lake City, Utah, USA
  • Leadership: David Kaplan, CPA, CFA, President
  • Experience: Over 20 years in finance and investment

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

As of 2026-10-26. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
2006 (20 years) evidence sent

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