3. Kuttin Wealth Management’s Unique Value Proposition Summed-Up in 30 minutes

While Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, strives to help everyone who approaches them, they specialize in serving three types of clients –– HENRY’s (High earners, not rich yet), the mass affluent, and ultra-high net worth individuals

In this episode, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, discusses the value that Kuttin Wealth Management brings to clients, and how they help their clientele secure their financial future through comprehensive advice.

Jon discusses:

  • Systematic ways you can save money to accumulate wealth
  • Key retirement considerations 
  • Reasons you should involve your children in the financial planning process
  • How and why you should be aligning your financial plan to your values
  • And more

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