Wealth Management That Has Only One Purpose: Yours.2021-01-20T20:00:32+00:00

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.

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.

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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.

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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).

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Getting You and Your Financial Life on the Same Page

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.
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Please contact us if you want more information or have questions about any of our investment strategies.

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