Kuttin Wealth Management

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.

Our approach

At Kuttin Wealth Management, we help our clients prepare for the certainty of uncertainty. Our Mission is to provide financial advice that brings confidence, simplicity, and success for our clients.

We strive to deliver personalized financial advice to help you plan to achieve your goals. We take the time to understand what’s truly important to you while staying in alignment with our own Core Values of Happiness, Leadership, Integrity, Family, and Security. Together, we document your goals, track your progress and make ongoing recommendations to make your ideal life your real life.

Events

Securing Your Retirement - Transforming Social Security into a Winning Retirement Strategy

As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan. Join us for an overview of Social Security benefits may benefit you and your spouse. Learn when and how to start receiving benefits and learn about opportunities to increase your benefit throughout retirement.

Virus Impacts and the Investment Outlook

The presentation will focus on these areas:

•How the virus has affected the economic landscape

•U.S. Markets challenges

•Global impacts
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Honored to be recognized in Barron’s

We are proud to share that Barron’s named Jonathan Kuttin one of their Top 100 Financial Advisors for 2020. The list spotlights top advisors across the U.S., and Jonathan was honored as the #49 ranked advisor. Congratulations, Jonathan, and thank you to all our wonderful clients for making this recognition possible. At Kuttin Wealth Management, helping our clients achieve their goals is the biggest reward of all.

Our videos

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After a volatile first half, what’s next?
After a volatile first half, what’s next?

Stocks swung from a bear market in Q1 to near record highs in Q2. In the 2020 Third Quarter Outlook from Ameriprise, David Joy, Chief Market Strategist, provides insights on the near-term market environment and key actions for investors to consider. (3:02)

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Why beneficiary designations matter
Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you intend while avoiding probate court. (2:23)

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The path to a financial comeback
The path to a financial comeback

Based on findings in the Financial Comebacks study from Ameriprise, hear expert insights on the most common setbacks and strategies to recover. (15:36)

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Financial steps to take at any age
Financial steps to take at any age

Ameriprise Financial’s recent Ages, Stages & Money study explores how people’s financial journey is shaped by age and life stage. In this video, Marcy Keckler shares tips to help individuals feel more (1:38)

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.
Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)