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Our commitment to you

Financial advice for a lifetime

We provide financial advice based on your goals, now and at every stage in your life.

Personalized investments and solutions

Our custom investment strategies and solutions are designed based on your needs to help you plan for your financial goals and objectives.

Meaningful connections

We get to know you—by regularly discussing your goals, life events, investments, milestones and ever-changing needs. We’ll make timely connections tailored to your schedule and preferences.

Secure digital access

Our safe and seamless digital tools—backed by our online security guarantee—enable you to collaborate with us and access your accounts anytime, anywhere, from any device.

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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.

REGISTER NOW

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 receive recognition

Congratulations, Richard Kersting, for being included on the 2025 Forbes Best-in-State Wealth Advisors list. All of us at KWM Wealth Partners are proud of this tremendous recognition, as it reflects our shared commitment to helping our clients feel more confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.