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 February On the Markets from the Global Investment Committee featuring
• "The ECB Delivers" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees the European Central Bank’s recently announced Quantitative Easing plan as being larger and more credible than the market expected, showing the bank’s commitment to fighting deflationary forces. It also has implications for how investors should position their portfolios.
• "Lower Oil, Higher Dollar Lift GDP Forecast" Cheaper energy bolsters consumer spending, but could dampen capital spending later in the year. The higher dollar puts downward pressure on prices and gives consumers more purchasing power. All told, Morgan Stanley & Co.’s 2015 US GDP forecast shifts to 3.3% from 2.9%.
• "Will Consensus Earnings Ever Be Right?" In January of most years, consensus earnings estimates show, on average, a 14% earnings gain for the S&P 500 companies—a forecast that usually falls to 6%, on average, by December. This year, analysts have slashed forecasts for energy and related companies so much that the current 2015 forecast is for 2% growth, which Adam Parker, chief US equity strategist for Morgan Stanley & Co., argues is just too low.
Plus, look for more on US and global equities as well as fixed income investments.
Social Security Benefits
The Cutilletta Group - Barron's Top 100 Women Financial Advisors Article