Barron’s Top 100 Private Wealth Management Teams, 2023
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Listen in with Jonathan Kuttin to help you best to prepare for the certainty of uncertainty.
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One-to-one financial advice
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.
Personalized recommendations
We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings
We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime access
At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.
No one can predict the future. Life can get in the way and disrupt our goals and plans. The question is – will you be prepared? Listen to our founder Jonathan Kuttin, discuss how best to prepare you and your family for the certainty of uncertainty.
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While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)
The most important piece of the financial planning process is the ongoing service model that we provide to our clients. Listen in as Jon explains what to expect after the first year when working with our team at Kuttin Wealth Management.
Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)
One of the hallmarks of a great financial advisor is their ability to influence their clients’ decisions in ways that help them stay on the path to achieving their personal goals. Join Jon as he shares his sound money management philosophy.
In this episode, Jon discusses the value that KWM brings to 3 primary types of clients – HENRY’s, the mass affluent, and ultra-high net worth individuals and how they help their clientele secure their financial future through comprehensive advice.
Join Jon to discuss what it is like to be a client of Kuttin Wealth Management. Jon takes a deep dive into our financial planning six-step approach while revealing what makes the practice stand out from other competitors in the industry.
In this inaugural episode, Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, shares his professional background, the core values that have guided him throughout his career in financial services, and his overall vision.
Kuttin Wealth Management
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.
Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)
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