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.
As our name suggests, we hope to create a cottage-like client experience where you feel seen, heard and comfortable. Like a walking into a warm, cozy cottage, we want you to know you are secure and cared for at every stage of your financial journey. We hope to be a place where friends and family can gather and build long-term relationships with our experienced team. Our position on a “hill” provides us with a vantage point from which to view and learn from our past, while planning for whatever challenges may face us in the future.
But don’t let our focus on comfort fool you. We work tirelessly behind the scenes to help ensure every aspect of your financial life is optimized to meet your needs. Our commitment to holistic wealth advice means that we strive to integrate all of the various components of accounts, investments, risk management strategies, and more in order to provide custom strategies to meet your needs and help you remain on track toward your goals.
At every stage of your financial journey, we serve as a trusted partner to guide the way. That’s the Cottage Hill Capital difference.
Meet Your Managing Advisor
Alex Buellesbach
Alex founded Cottage Hill Capital with a mission of providing an elevated level of client service not found elsewhere in the industry. He supports retirees, pre-retirees and privately held business owners with a wide range of financial needs, always with a focus on pursuing each client’s individual goals.
Alex has more than a decade of experience in the financial services industry. Most recently, he was a financial advisor with Morgan Stanley. He completed Morgan Stanley’s extensive training program and gained experience with capital markets and investment management. Prior to joining Morgan Stanley, he founded an insurance company dedicated to supporting clients with life, health and Medicare insurance.
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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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