Kuttin Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Jonathan Kuttin's Podcast

Listen in with Jonathan Kuttin to help you best to prepare for the certainty of uncertainty.

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Background and qualification information is available at FINRA's BrokerCheck website.

Putting clients first; it’s what we do

We provide personalized financial advice to help you make it through today’s challenges and stay focused on tomorrow’s goals. It’s our honor to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:

"Unbiased, puts my interest first"
"Investment ideas knowledgeable, timely, and tactical"
"Offers personal financial advice"

Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Events

Essential Ingredients for Long Term Investing

DEC 9, 2021 / 7:00 PM - 8:00 PM

Please join us for an educational WebEx with Lord Abbett. During this complimentary session Franki will provide some perspective on what is happening in the markets as well as address five key investing concepts every investor should know about capital markets before investing, including U.S. stocks, small cap stocks, international stocks, bond and finally diversification.

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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, 2019 Barron’s Hall of Fame advisor discuss how best to prepare you and your family for the certainty of uncertainty.

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More About our Podcast

5 videos

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Now Playing

Preparing for the Certainty of Uncertainty – Ep5 – Financial Planning

Preparing for the Certainty of Uncertainty – Ep5 – Financial Planning

The first year of financial planning with an advisor is typically focused on two key elements: building the client-advisor relationship and developing a financial plan. Join us to discuss what you can expect from your first meeting with our team.

(30:00)

Now Playing

Preparing for the Certainty of Uncertainty – Ep4 – Value of Leadership

Preparing for the Certainty of Uncertainty – Ep4 – Value of Leadership

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.

(28:51)

Now Playing

Preparing for the Certainty of Uncertainty – Ep3 – Our Unique Value

Preparing for the Certainty of Uncertainty – Ep3 – Our Unique Value

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.

(34:24)

Now Playing

Preparing for the Certainty of Uncertainty – Ep2 – The KWM Experience

Preparing for the Certainty of Uncertainty – Ep2 – The KWM Experience

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. (38:20)

Now Playing

Preparing for the Certainty of Uncertainty – Ep1 – All About Jon

Preparing for the Certainty of Uncertainty – Ep1 – All About Jon

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. (31:25)

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)