There’s Wealth Management.
And There’s Managing Wealth With A Purpose.
What shapes your financial decision-making? We think it should be the same elements that shape your life. Elements such as your goals, your dreams, your character, your beliefs. The things that give life purpose.
Those things are different for every individual, every couple, every family. At Cutler, we build comprehensive wealth management plans that are tailored not only to the client’s circumstances but to their values.
By focusing on what matters, you can make choices –financial and otherwise – that genuinely reflect your values.
Take the first step in developing a custom investment plan tailored to your goals.
Financial Life, Meet Your Personal Trainer.
To get your financial life in good shape while also aligning it with your personal life is nothing new for Mike Hogan. A Chartered Financial Consultant (ChFC), Mike can combine state-of-the-art planning techniques with Cutler’s personal values emphasis and asset management experience to create a purposeful wealth management plan for you.