At the Cutilletta Group, we believe that our clients are not portfolios of assets – they are people with complex lives, who would like a financial advisor to provide thorough, unbiased and carefully considered guidance on a range of topics.
When you think about wealth management, what comes to mind? We define wealth management broadly – investment consulting, advanced planning, and relationship management. We have helped clients make decisions about elder care, organize their assets and understand their finances, and hold family meetings to clarify financial positions and structure gifting strategies. By incorporating corporate stock, 401k plans, and assets held with other firms, we are able to help clients develop comprehensive asset allocation and cash flow strategies as well as retirement, education, and insurance plans. We work directly with clients and their other advisors to develop and monitor a cohesive wealth management approach.
When you work with the Cutilletta Group, you will be treated with respect, care, confidentiality and our unwavering commitment.
We are pleased to announce that Patricia G. Cutilletta has been named to Barron’s annual list of America’s Top 100 Women Financial Advisors for 2014. Please see the Press Release for further details.
It has been a pleasure working with all of our clients over the past several years. We appreciate the time and the commitment that each client has made to their own financial well-being.
See June On the Markets from the Global Investment Committee featuring
• “Heating Up” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees a positive sign in that the stock market did not react negatively when Federal Reserve officials hinted that they may raise interest rates this month or next. Wilson thinks that’s because the economy is on the upswing.
• “How the ‘Brexit’ Could Play Out” On June 23, Britain will ask voters whether they want to leave or remain in the European Union. The outcome could have significant economic and financial ramifications for the UK, Europe and the rest of the world.
• “Searching Globally for Dividend Yield” Dividend yields are higher in most global markets than they are in the US. Why not think about accessing them?
• Plus, look for more on the economy, bonds and alternative investments.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
An Overview of Social Security Benefits
The Cutilletta Group - Barron's Top 100 Women Financial Advisors Article