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 September On the Markets from the Global Investment Committee featuring
• "Don’t Blink" If you blinked, you would have likely missed last month’s sharp sell-off in global equity and credit markets—and the equally sharp rebound. Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, says this was just the latest in a series of rolling corrections as markets adjust to tapering and anticipate the Federal Reserve’s first interest rate increase.
• "No Signs of Hubris and Debt" Is the US stock market making a top? Not likely, says Adam Parker, chief US equity strategist for Morgan Stanley & Co., because companies are acting with restraint, not hubris. Parker says capital spending, inventories, staffing and debt are not excessive.
• "Bonds Unbound" Nontraditional fixed income strategies may help investors withstand a rising interest rate environment. We explore how these strategies work.
Plus, look for more on equities, fixed income investments and master limited partnerships.
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