Wealth Management

As fiduciaries, our clients look to us for advice that defines risk, and manages that risk through a time-tested philosophy. We believe in income. We believe in dividends. We believe in diversification. Whatever your investment needs, we can work with you to identify your situation and structure a potential solution.

Our Commitment To You

Service. We know that relationships are the foundation of our client experience. Many Cutler client relationships span generations and decades. This depth of knowledge helps us to better manage client goals and objectives.
Problem Solving. Our clients look to us for more than investment advice.  We understand that questions surrounding money are often emotional as much as mathematical.  We serve as advocates to help them navigate these complexities.

Discipline. If the preparation is done upfront, we know clients will be better equipped to handle various economic conditions in the future.  Our team manages portfolios with discipline and opportunistically, looking for value and identifying when to make changes.  
Team. We take great pride in the quality and experience of our team. Cutler team members are a resource for clients and are available to assist them in any way possible. We encourage our clients to speak with our investment team, or any of our client service personnel, about their portfolio. Transparency is a guiding principle of our firm.

Latest Commentary

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    Webinar: Working with Aging Parents

    by Jonas Means

  • Equity Income 4Q 2017

    Equity Income 4Q 2017

    by Erich M. Patten

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