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 People are inundated with confusing financial information. Unfortunately many people are still missing out on opportunities that could enhance their financial position and lifestyle. They are either paralyzed by information overload, don’t trust the conflicting advice they are receiving, or do not have the time or inclination to study, assess, prioritize, and implement appropriate financial strategies without help. The bottom line … opportunities are overlooked, misunderstood, or simply not taken advantage of.
Affluent individuals face complex financial issues which require creative, integrated solutions that draw upon multiple areas of specialization. Currently, truly integrated financial services are typically only available to the ultra-affluent through family offices with multi-million dollar account minimums. Clients who do not meet this criterion are left to piece together disjointed, often conflicting advice from unrelated professional advisors, resulting in suboptimal results. We recognize the value of a comprehensive, integrated approach to the provision of financial services. We believe that the client is best served by a financial advisory firm that takes a strategic, planning-based approach, supplemented by in-house advisors with specialized knowledge and experience. We believe that the family-office model that is currently available only to the ultra-affluent can be adapted and offered to a much wider spectrum of clientele and are building a firm to meet that need.
Sophisticated money management is more than just accumulating stocks, bonds and mutual funds. We provide advice and service in eight core areas.
Cash Management – efficient use of liquid assets
Financial Planning – quantitative analysis and decision support
Retirement by Design – planning for the accumulation/distribution of retirement assets
Investments – design and management of customized portfolios
Risk Management – asset protection through insurance products
Tax Management – tax minimization strategies
Estate Planning – asset protection and transfer strategies
Ancillary Services – mortgages, education savings, inheritance/windfall analysis
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©2010 Cutter Advisors. All rights reserved.
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