Kuttin Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Financial confidence

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  • Personalized advice

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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

Making Government Benefits Work for You - Understanding Social Security and Medicare

The presentation will focus on these areas:

  • Medicare Part A - Hospital Insurance – Enrollments & Costs
  • Medicare Part B - Medical Insurance – Enrollment & Costs
  • Medicare Part C – Medicare Advantage
  • Medicare Part D – Prescription Drug Coverage

Upon registering – you will receive the direct link to join the virtual conference on October 29 th via email.

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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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Videocast: Sustain financial goals amid the stock market election cycle
Videocast: Sustain financial goals amid the stock market election cycle

Put stock market conditions into perspective within a portfolio. Watch experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposals. (18:09)

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3 near-term considerations for your stock portfolio
3 near-term considerations for your stock portfolio

What’s the stock market outlook for the rest of Q4, and how can you navigate? Global Market Strategist Anthony Saglimbene sums up near-term conditions and three considerations, including asset allocations, regional weighting and favorable sectors. (1:43)

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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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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)