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.

At Kuttin Wealth Management we have our very own “beachheads” to help us develop future teams and expand our reach. In this episode, you’ll get to know one of our beachhead leaders from Texas, David Dick. Listen in to learn all about Dave.

Time and again, we face black swan events in the world of finance. They are unpredictable and can impact the markets. Join Jon as he addresses black swan events throughout history and how you can manage your emotions to make smarter decisions.

In this episode, Jon simplifies the process of portfolio management and explains complex financial terms in an easy-to-understand manner. Join Jon to discuss how your risk tolerance, investment horizon, and needs affect portfolio management.

Will you need insurance? How will the stock markets behave over the next few years? No one knows! But one thing is certain – your life is filled with uncertainty. In this episode, Jon talks about the different “what ifs" that you should plan for.

With the right mindset, you can make smarter financial choices that will benefit you in the long run. Join us to listen in on the subject of creating a positive money mindset where we explain easy ways you can think more rationally with your money.

You’ll likely work with your financial advisor for several years, share your personal finances with them, and discuss critical family issues. So it’s important to take the time to find the right advisor - one you enjoy working with!