Wealth Management That Has Only One Purpose: Yours.
Our first step is to take the time to learn about what you truly want out of life before making any recommendations.
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.
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).