Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

🌟 Humbled and Honored! 🏆 We are delighted to share that in the 2024 Forbes Best in State Wealth Advisor Awards for the New York State high net worth category, Jon Kuttin has been ranked #1 this year! 🎉 Alongside Jon, Ashley Lang, Eric Szczurowski, Evan Branfman, and Scott Braun from our team at Kuttin Wealth Management have also been recognized for their exceptional work! This recognition fills us with deep gratitude and humility. It's a testament to the dedication of our team and the trust our clients place in us. Since Jon began his journey in the financial industry back in 1994, it's been incredible to witness the growth and evolution of our practice. We want to extend my heartfelt thanks to our loyal clients for their ongoing support and trust, and to our amazing team for their hard work and commitment. Together, we will continue to strive for excellence and guide our clients towards their financial goals. Our team website: https://bit.ly/3xApOvY The Forbes 2024 Best in State Wealth Advisors List: https://bit.ly/43PHwYw Here's to the journey ahead! #ForbesBestInState #WealthAdvisorAwards #Gratitude #MilestoneAchievement

Last week, our Wisconsin team led by Mark Rasner along with our president Jake Dunlap, hosted a successful dinner for a select group of clients. Our team had the pleasure of connecting with our incredible clients over great food, meaningful conversations and an opportunity to meet outside the office. We're proud to support such a dedicated community, and we're excited to continue helping you achieve your financial goals with Kuttin Wealth Management. Thank you to everyone who joined us for an unforgettable evening! Here's to continued success and growth together as well as more events like this in the future. #kuttinwealthmanagement #team #family #ameriprise #buildingyourfuture #financialplanning

Kuttin Wealth Management is proud to welcome the newest member of our executive team, Kristina Adamson, MBA! Tina has a strong track record of performance and has built a reputation as a skilled leader and executor over her 22-year career at Ameriprise Financial. In her new role, Tina will lead strategic business priorities and change initiatives to support the next evolution of our practice. On a personal note, Tina grew up in Coeur d’Alene, Idaho. She has a degree in Communications from Boise State University and an MBA from University of Texas at Dallas. She and her husband, Chris, have an 11-year-old son named Hobbes and reside in Frisco, Texas. Tina loves spending time with her family, traveling, hiking, watching sports, and recently started playing golf and pickleball. Welcome to the team Tina, we are looking forward to leveraging your expertise and experience to help us expand into new markets. #WelcomeToTheTeam #KuttinWealthManagement #Leadership #StrategicGrowth #Ameriprise

Kuttin Wealth Management is expanding our Long Island presence! Please join us in welcoming Joseph Giardino to Kuttin Wealth Management. Joseph has built his wealth advisory practice over the last 22 years and is looking forward to transitioning into Kuttin Wealth Management from JPMorgan. Joe will be working alongside Michael Rossetti and Evan Branfman to continue to provide the personalized service he has become accustomed to throughout his career. Welcome to the Kuttin Wealth Management team Joseph! We are so excited to have you and we look forward to serving and growing together. #growth #expansion #wealthmanagement #Ameriprise #LongIsland

We are incredibly honored and grateful that Barron’s included Jon Kuttin in their 2024 Barron’s Top 100 Independent Advisors list as the #6 ranked advisor this year. Being recognized alongside such talented and dedicated professionals is truly humbling. This achievement wouldn’t have been possible without the trust and support of our clients, our team’s relentless dedication to our shared vision, and the ongoing commitment to delivering exceptional client service. This recognition motivates us to continue striving for excellence and helping clients achieve their financial goals. We are all thankful for this milestone and look forward to what the future holds! Barron’s 2024 Top 100 Independent Advisors Ranking: https://bit.ly/3B78DUN Our Team Website: https://bit.ly/4eun2c7 #BarronsTop100 #Grateful #IndependentAdvisor #ClientFirst #wealthmanagement #financialadvisors

🌟 Exciting News! 🌟 We are thrilled to welcome Nick O'Gwin to the Kuttin Wealth Management family! 🎉 Nick brings a wealth of experience, passion, and dedication to our team. Nick is based in Gaithersburg, MD and will be a key asset to our practice as we continue to provide a comprehensive service model to our clients. Please join us in giving Nick a warm welcome as he embarks on this new journey with us. We look forward to the amazing contributions he will make to our team and to the continued growth of the talent at Kuttin Wealth Management. Welcome aboard, Nick! #KuttinWealthManagement #Welcome #TeamGrowth #WealthManagement #FinancialAdvisors

🌟 Celebrating Professional Achievement at Kuttin Wealth Management 🌟 We are thrilled and deeply honored to share that four of our dedicated advisors have been recognized on the 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State list! 🎉 This achievement is not just a reflection of their individual talents, but of the constant professional development, unwavering grit, and deep gratitude that define our team. At Kuttin Wealth Management, we believe that excellence is a journey, and our commitment to growing and evolving in our craft is what drives us to deliver the best for our clients. To our incredible advisors, we are so proud of your hard work and dedication! Your pursuit of knowledge, your resilience in the face of challenges, and your gratitude in every step of this journey are what make this recognition so well-deserved. Thank you to our clients for your trust and partnership. It is because of you that we strive to be better every day, and it is our privilege to walk alongside you in your financial journey. Here’s to continued growth, learning, and success! Our team website: https://bit.ly/4djT0r4 The 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State list: https://bit.ly/3AuzJok #KuttinWealthManagement #ForbesTopAdvisors #ProfessionalDevelopment #Grit #Gratitude #WealthManagement

🌟 Celebrating National Intern Day! 🌟 Yesterday, we celebrated National Intern Day, honoring the bright minds and future leaders in our industry. 🎉 At Kuttin Wealth, we believe that investing in the next generation of professionals is crucial for the continued growth and innovation of wealth management. Interns bring fresh perspectives, enthusiasm, and a hunger for knowledge that invigorates our team. Their dedication and hard work are shaping the future of our industry, and we're proud to be part of their journey. Thank you to all our interns for your contributions and for choosing to grow with us. Here's to the next generation of wealth management professionals! 🌱💼 #NationalInternDay #WealthManagement #NextGeneration #FutureLeaders #Interns #InvestmentInGrowth

At Kuttin Wealth Management, our team exemplifies the power of collaboration in wealth management. By partnering closely with CPAs, attorneys, and other specialists, we help clients understand and navigate complex financial landscapes, from exit planning for business owners to managing substantial equity positions for corporate executives. Read more about our unique approach with InvestmentNew's interview with our CEO Jonathan Kuttin here: https://bit.ly/3WkVRu2 #collaboration #wealthmanagement #teambasedapproach #highnetworth #advancedplanning

As we celebrate the birth of our great nation and the spirit of freedom that defines us all. One of the most relevant historical insights comes from John Adams, one of the Founding Fathers and a key figure in the American Revolution. John Adams' Prediction: John Adams was fervent advocate for independence and played a crucial role in the Continental Congress. He believed so strongly in the significance of the decision for independence that he made a memorable prediction in a letter to his beloved wife, Abigail, on July 3, 1776. Adams wrote that the second day of July 1776, the day the Continental Congress voted for independence, would be celebrated by future generations as the grand anniversary festival. In his letter, Adams eloquently described how he envisioned the celebrations: "It ought to be commemorated as the Day of Deliverance by solemn Acts of Devotion to God Almighty. It ought to be solemnized with Pomp and Parade, with Shows, Games, Sports, Guns, Bells, Bonfires, and Illuminations from one End of this Continent to the other from this Time forward forever more." Although the Declaration of Independence was formally adopted two days later, on July 4, Adams' vision for the festivities became an enduring tradition in American history. His passionate belief in the importance of independence has resonated through the centuries, influencing how we celebrate this pivotal moment in American history. As we enjoy the parades, fireworks, barbecues, and gatherings with family and friends this July 4th, let us remember John Adams' profound foresight and the enduring legacy of freedom and patriotism he helped establish. Wishing everyone a joyful and safe 4th of July! 🎇🎉🇺🇸 #Happy4thofJuly #IndependenceDay #JohnAdams #4thofJuly #USA #Patriotism #AmericanHistory #Freedom #Liberty #CelebrateAmerica #StarsAndStripes #July4th