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.
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
At Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC we understand that most people are interested in financial advice, not just products.
If you are looking for financial advice over just products?
This episode is for you!
Join Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, as he discusses what it is like to be a client of Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jon takes a deep dive into their unique financial planning six-step approach while revealing what makes the practice stand out from other competitors.
The value of client feedback to the practice
How Kuttin Wealth elevates client experience – and the role of “seasons of advice” and frequent “knowledge injections” to do so
Welcome to Planning for the Certainty of Uncertainty, where we aim to help you achieve your life goals through comprehensive financial planning!
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 vision behind launching this podcast.
The types of financial planning insights listeners can expect from this series
Why it is so important to build a financial plan for the various uncertainties of your life
His secret behind maintaining a healthy work-life balance
The ideal clients that Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC is best suited to serve