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Kuttin Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.6 / 5 rating based on 503 reviews
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Monthly Message: Women’s Wealth

Women control a growing share of personal wealth, yet research shows they often face distinct financial challenges—including longer lifespans, caregiving responsibilities, and wage‑gap impacts—that can make confident financial decision‑making even more essential.

Building financial literacy early and revisiting strategies throughout life can significantly help strengthen long‑term financial security.

Visit our events for more information.

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Events

Savvy Women, Smart Investors

Women today face unique financial challenges—and incredible opportunities. Join us for an empowering session:

“Savvy Women, Smart Investors”
with Liz Flint, Business Development Consultant at MFS.

What you’ll learn:

  • How to take charge of your financial future
  • Strategies for every life stage—from starting out to retirement
  • Tips on budgeting, credit health, and investing early
  • Ways to overcome challenges like caregiving costs and the “pink tax”

This is your chance to gain confidence, clarity, and actionable steps toward financial independence.

Empower yourself. Invest smart. Live confidently.

REGISTER NOW

Real Estate: Important Considerations for You and Your Family

Join us for an exclusive webinar presented by Timothy Mccleerey, Private Wealth Advisor at Kuttin Wealth Management as he shares insights on key real estate trends, smart investing tips, and ways to help family members with home purchases—all while keeping your financial goals on track.

In this 45-minute session, we will share:

  • Current U.S. Real Estate Market
  • Real Estate Investing Considerations
  • Helping Family Members with Home Purchases
  • How Advisors Can Help

Whether you’re buying your first home, refinancing, or exploring investment properties, this webinar will give you actionable insights to make informed decisions.

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Understanding Social Security Decisions: Optimizing Your Benefits

Join Kuttin Wealth Management for an insightful webinar on, “Understanding Social Security Decisions: Optimizing Your Benefits.” Featuring guest speaker Brooke Baker, NSSA® CEPA®, Business Development Consultant with John Hancock Investment Management, as she explores key strategies to help you understand and optimize your Social Security benefits.

This 45-minute session will cover the roots of Social Security, where the program stands today, and essential strategies for optimizing your benefits. We’ll also discuss key changes coming in 2026 that could impact your retirement planning.

REGISTER NOW

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Honored to be recognized in Barron’s

We’ve got some exciting news to share: Kuttin Wealth Management has been named to the 2025 Barron’s Top 250 Private Wealth Management Teams list. All of us at couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Barron’s for the recognition.