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Kuttin Wealth Management

Hauppauge, New York

Website:

https://kuttinwealthmanagement.com/

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Hauppauge, New York

Website:

https://kuttinwealthmanagement.com/

Leadership Interview

Company Details

Approximate AUM

$10,500,000,000

Fee model

Hybrid Flexible

Number of employees

200

Custodians

No items found.

Description

Kuttin Wealth Management (KWM) established in 1994, understands that financial goals are unique and is dedicated to helping clients achieve them. Together, KWM will document clients' goals, track their progress, and adjust to whatever life brings—both the expected and the unexpected. With regular reviews of goals, anytime access to investments, and digital tools to stay on track, KWM makes clients feel more confident, connected, and always in control of their financial life. Recognized for excellence, KWM has been named one of Barron’s Top 100 Private Wealth Management Teams from 2021 to 2023, Forbes Best-in-State Wealth Management Teams in 2023 and 2024, and Investment News Best Places to Work for Financial Advisors in 2024.

Locations

402 S Washington St Ste A Kaufman TX 75142-2476

2201 N Central Expy Ste 178 Richardson TX 75080-2754

5701 Main St New Port Richey FL 34652-2635

4800 N Federal Hwy Ste D200 Boca Raton FL 33431-3413

8000 W Interstate 10 Ste 100 San Antonio TX 78230-3802

5407 N McColl Road Suite A McAllen TX 78504-2251

500 W Office Center Dr Ste 400 Fort Washington PA 19034-3215

10000 Memorial Dr Ste 100B Houston TX 77024-3415

700 Highlander Blvd Ste 335 Arlington TX 76015-4344

11630 Chillicothe Road Suite 100 Chesterland OH 44026-1928

6 Kacey Ct Ste 102 Mechanicsburg PA 17055-9244

326 W Chocolate Ave Hershey PA 17033-1664

1816 Girard St Utica NY 13501-2718

5750 Commons Park East Syracuse NY 13057-9400

26200 Town Center Dr Ste 250 Novi MI 48375-2150

2338 Route 96 PO Box 635 Clifton Springs NY 14432-0635

100 Quentin Roosevelt Blvd Ste 405 Garden City NY 11530-4844

174 Veterans Memorial Hwy Hauppauge NY 11788-4459

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Recent News

Kuttin Wealth Helps Locals Families Achieve Their Financial Goals

Kuttin Wealth Management is a Barron’s Hall of Fame Financial Practice based out of Hauppauge New York. We specialize in retirement planning, business owner strategies, cash flow management, financial planning and insurance and legacy strategies.

Ameriprise’s Kuttin Wealth Management Recruits 2 Teams With $1.1B in Assets

Ameriprise has added two New York advisor practices managing $1.1 billion in assets to Kuttin Wealth Management, a fast-growing Long Island-based practice affiliated with Ameriprise’s independent advisory channel. One of the practices cited the growth prospects and infrastructure support that Ameriprise offers as reasons for its move. The other is a sole practitioner with 40 years of industry experience who is looking to wind down his career. 1879...

A Top Advisor Team’s Tax-First Approach to Financial Planning

When you talk with Jonathan Kuttin about his advisory practice, two words come up frequently: taxes and leadership. Kuttin specializes in working with certified public accountants and has taken a keen interest in tax planning for clients, many of whom are business owners.

An $8 Billion Ameriprise Team That Trains Its Advisors To Be Leaders

51-year-old Jon Kuttin has spent his entire career at Ameriprise Financial Services, having started in 1994 when the firm was called IDS Financial Services. Over the years he built up a large team—today numbering over 150 employees (including 60 advisors) in the organization.

Podcast: How a Barron's Hall of Fame Advisor Acquired His Way to the Top

“The hard part for most advisors isn't giving the advice or giving a great client experience, it's actually finding more clients.” - Jonathan Kuttin, President Kuttin Consulting Group

Advisor-Turned-CEO: How a $2.4B Ameriprise Firm Cracked the Growth Code

Building a successful business is no easy feat—especially if you are the one leading the charge, as well as working on the day-to-day tasks to move the ball forward. The guest on this episode was once in that same position. Jon Kuttin, CEO of Kuttin Wealth Management, was a junior at SUNY when he entered the financial services industry as an intern with IDS—the precursor to Ameriprise Financial.

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Kuttin Wealth Management

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

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Client Experience

Data Room

Kuttin Wealth Management's Ideal Partner

Company Videos

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Kuttin Wealth Management

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Kuttin Wealth Management's Ideal Partner

Company Videos

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