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, Senior Vice President – Wealth Management has, for the seventh time, been named to Barron’s list of Top 100 Women Financial Advisors. For details, including methodology and criteria see In the Press.
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 March On the Markets from the Global Investment Committee featuring
• "Volatility Can Lead to Opportunity" While higher market volatility is normal at this stage of the recovery, it does not mean the end of the recovery, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. Instead, it usually provides opportunities to invest new capital at better prices.
• "Consensus Bulls and Contagious Complacency" Complacency has become a learned behavior in the emerging markets minicrises that have periodically popped up since the summer of 2011, says Adam S. Parker, US equity strategist for Morgan Stanley & Co. But every dip in the S&P 500, says Parker, turned out to be a dip to be bought.
• "Turnin’ Up the Heat" Outsized increases in natural gas prices cut into household spending by an above-trend $34.7 billion, say Morgan Stanley & Co. economists Ellen Zentner and John Abraham. It’s just one of the macroeconomic effects from the cold and snowy weather affecting much of the US.
Plus, look for more on economics, equities, fixed income and alternative investments.
The Cutilletta Group - Barron's Top 100 Women Financial Advisors Article