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 November On the Markets from the Global Investment Committee featuring
• "Back on Track" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains that the equity markets are back on track for the kind of year he was expecting at the start of the 2015. While not spectacular, he says, the stock market’s 4% return for the year to date is more than respectable for the eighth year of the recovery since the Great Recession and the financial crisis.
• "Passing Through an Inflection Point" A run of soft economic data has some investors nervous about a global recession. Chetan Ahya and Elga Bartsch, co-heads of Morgan Stanley Global Economics, write that while the global recovery is bumpy, brittle and below par, they don’t expect a recession.
• "A Quest for Quality" While US stocks have largely recovered the ground lost in the August sell-off, don’t read it as an “all clear” signal, writes Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management. Going forward, investors will need a different strategy.
Plus, look for more on equities and bonds, as well as a question-and-answer session with Afsaneh Beschloss, chief executive officer of The Rock Creek Group, hedge fund manager and former treasurer and chief investment officer of the World Bank.
Social Security Benefits
The Cutilletta Group - Barron's Top 100 Women Financial Advisors Article