Get A Personalized Investment Plan That’s Right For You
At Cutler, we’re proud to offer a combination of investment expertise and personal understanding that’s rare in the world of wealth management. And we can’t wait to show you the difference that makes.
Our first step is to take the time to learn about what you truly want out of life before making any recommendations.
We invite you to meet with Mike Hogan, Chartered Financial Consultant (ChFC), for a free check-up to see if your investment goals are up-to-date and in-sync with your personal goals.
Mike Hogan
Chartered Financial Consultant (ChFC)
Take the First Step
Schedule a meeting for a free check up to see if your personal goals and financial goals are in sync.
Financial Planning
What does it mean to look at the totality of your financial life? At Cutler, it means crafting a comprehensive wealth management approach that addresses not just your investments, but other aspects of your finances — retirement planning, estate planning, tax planning, risk management and more.
Financial Planning
What does it mean to look at the totality of your financial life? At Cutler, it means crafting a comprehensive wealth management approach that addresses not just your investments, but other aspects of your finances — retirement planning, estate planning, tax planning, risk management and more.
Portfolio Management
We offer portfolio management to individual investors, tailored to each client’s situation and investment goals. Portfolios are built around your unique financial planning goals and proactively managed to keep you on track.
Proprietary Investment Strategies
Besides offering best-of-breed investment asset managers, we offer accredited investors access to our proprietary investment funds focusing primarily on convertible securities, community bank stocks and real estate investment trusts (REITs).
Proprietary Investment Strategies
Besides offering best-of-breed investment asset managers, we offer accredited investors access to our proprietary investment funds focusing primarily on convertible securities, community bank stocks and real estate investment trusts (REITs).