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Brian Meyer

Financial Advisor
Kuttin Wealth Management
A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 46 reviews
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

2025 Forbes Best-in-State Wealth Management Teams

We are excited to share that Kuttin Wealth Management has been named to the 2025 Forbes Best-in-State Wealth Management Teams list!

This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. The rankings were compiled by SHOOK Research, using qualitative and quantitative criteria, including assets under management, industry experience, compliance records, and best practices in client service.

Thank you to our clients for trusting us with your financial futures. And thank you to the remarkable KWM team– whose dedication and hard work are the reason for this recognition.

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Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “Retirement Challenges” section. It will let you delve into important issues that could potentially affect your retirement.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

Events

Making Medicare Work for You

This 45-minute session will be led by Danielle Lore, Client Education Specialist and Program Manager at BlackRock’s Business Consulting team. Danielle will guide attendees through the fundamentals of Medicare, including how it works, how to choose the right plan based on your personal needs, what to expect in terms of costs, and how to evaluate the options available to you.

Whether you're approaching Medicare eligibility yourself or helping a loved one navigate their choices, this webinar will equip you with the knowledge to make well-informed decisions.

Arriving at Your Retirement Destination

We invite you to join Kuttin Wealth Management for our upcoming webinar, "Arriving at Your Retirement Destination: Your Road Map from Saving to Income”

During this session, we’ll discuss one of your largest financial assets – your retirement savings account. We’ll provide actionable strategies that you can use to help preserve your retirement nest egg and provide a source of income upon leaving the workforce. Presented by Brian Dobbis, Retirement Solutions Lead at Lord Abbett.

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