Get started with personalized financial advice

Wondering how to choose the right financial advisor or when to get a second opinion on your investments?

Whether you’re just beginning your financial journey or already working with an advisor, I invite you to explore a fresh perspective. As a financial advisor of Kuttin Wealth Management, I offer a no-pressure initial consultation designed to help you clarify your financial goals, identify overlooked opportunities, and see if your current plan aligns with your vision for the future.

Many people ask, “Do I have enough saved for retirement?” or “Am I truly on track financially?” I can help answer those questions with transparency and care. If you’re seeking more confidence and clarity, and a relationship that puts your interests first, schedule a conversation today and experience the value of a thoughtful second opinion.
Contact Connell today!

Advice to help you achieve what’s most important to you

One to one financial advice based on your goals and needs

We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.

How to begin

1. Schedule your complimentary initial consultation

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If you're interested in learning more about how I can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, I can give you a new perspective and answer your unaddressed questions.

Request consultation

2. Prepare for your consultation

Before we meet, consider these financial questions:
  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a specific life event or need prompt you to seek advice?
  • How are your investments performing in current market conditions?
  • What are you looking for from a financial advisor? What are you not receiving currently?
To help understand your current financial picture, I may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to know me

Connell Lee, Financial Advisor, Kuttin Wealth Management, Ameriprise Financial

I’m Connell Lee, a financial advisor with Kuttin Wealth Management. Guided by faith and purpose, I help families plan to simplify money, build wealth, and work towards financial confidence. My mission is to help make financial planning clear, personal, and spiritually grounded in what matters most.


4. Meet with me

During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, estimated costs and fees, and next steps.

View my services and solutions

Our ongoing partnership

Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. Connect with us when you need to, in person, by phone or online.

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I look forward to hearing from you

For more than 130 years, Ameriprise advisors like me have been helping people like you achieve their financial goals. When you’re ready, reach out to schedule your complimentary initial consultation.

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Connect with me

Connell Lee may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.