Advisor photo for David Dick

David Dick

APMA

Financial Advisor
Managing Partner of
A private wealth advisory practice of Ameriprise Financial Services, LLC
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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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Leaving a legacy

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.