Kuttin Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

Request consultation Refer us

Financial confidence

To see where you stand across key financial areas, take the 3-Minute Confident Retirement^® check.
Take the check
Connect with us

If you have questions or would like to schedule a complimentary initial consultation, get in touch.

Contact us
Jonathan Kuttin's Podcast

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

Learn More

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

Putting clients first; it’s what we do

We get to know our clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. We are committed to providing advice in your best interest, and we’re proud 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

ESG: The Next Evolution of Investing

JAN 27, 2022 / 7:00 PM - 8:00 PM

ESG investing is expanding exponentially as more investors and issuers utilize ESG and climate data tools to support their investment decision-making. Many investors now look to incorporate ESG factors into the investment process alongside traditional financial analysis. Join us for an introduction to ESG Investing!

View all events

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.

Subscribe Below:

Click to Subscribe Here

More About our Podcast

7 videos

Previous Video Next Video

Now Playing

Preparing for the Certainty of Uncertainty – Ep7 – The 4 Cornerstones

Preparing for the Certainty of Uncertainty – Ep7 – The 4 Cornerstones

We believe planning consists of 4 main cornerstones. We focus on this idea with our clients in tandem with our financial planning process. Learn what the 4 cornerstones of financial planning are and how this process can help you meet your goals.

(20:51)

Now Playing

Preparing for the Certainty of Uncertainty – Ep6 – Planning Pt 2

Preparing for the Certainty of Uncertainty – Ep6 – Planning Pt 2

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.

(33:55)

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.

(29:59)

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.

(28:53)

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.

(34:23)

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)

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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.

view commentary

Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)