Wealth Management
Wealth Management and Financial Advice Tailored To You
True wealth is built with purpose—and it starts with a personalized financial plan designed around your goals, values, and vision for the future.
As the preferred financial planning alliance of James Kalaitzis CPA.PC, Kuttin Wealth Management brings together deep experience, advanced tools, and a personalized approach to help you navigate every stage of your financial journey. Whether you're focused on long-term growth, retirement, or legacy planning, we align our strategies with your timeline, priorities, and risk profile.
Ready to see how a custom financial plan can support your future?
Schedule your complimentary initial consultation today.
Kuttin Wealth Management
A private wealth advisory practice of Ameriprise Financial Services, LLC
What kind of advice can I expect from a financial advisor?
That depends on you. Everyone’s financial situation and goals are different.
Some clients want comprehensive, big-picture guidance that covers every aspect of their financial life—from retirement planning and investment strategies to tax and estate planning strategies. Others may need targeted advice focused on a specific goal, like saving for a home, education, or managing their portfolio.
Wherever you are on your financial journey, a skilled advisor helps you make informed decisions and create a clear path forward.
Comprehensive advice may include:
- Retirement Planning & Income Strategies
- Point-in-time investment recommendations & ongoing advice
- Wealth preservation strategies
- Insurance and protection solutions
- Tax planning strategies
- Financial position and cash strategies
- Legacy, estate, trust and philanthropy strategies
- Small business strategies
Kuttin Wealth Management Industry Recognition
Take the first step in learning more about financial planning and wealth management services by scheduling a complimentary initial consultation today.
The referring professional is a client of Ameriprise Financial and receives cash payment(s) if you open an Ameriprise Financial account. These payment(s) are an incentive to refer you to Ameriprise and creates a conflict of interest. In addition, the referring professional does not have a personal or business relationship with the Ameriprise advisor.
The referring professional has an alliance with Ameriprise Financial and this advisor and may, from time to time, identify and refer potential clients who may benefit from Ameriprise Financial’s services. The referring professional can earn a referral fee of up to twenty percent of the advisory fees for so long as the client maintains an Ameriprise relationship.
Payment for referrals present a conflict of interest. Ameriprise advisors offer products and services based on appropriateness; therefore, not all referrals result in a referral payment.
Ameriprise Financial is not affiliated with James Kalaitzis CPA.PC.
James Kalaitzis CPA.PC is not endorsed by or affiliated with Ameriprise Financial. We are not under the supervision of Ameriprise Financial and are not a broker-dealer or investment advisory firm. Financial planning services including wealth management strategies and protection planning are being made available to our valued clients through a formal referral relationship with Ameriprise Financial. For more information on Ameriprise Financial, visit ameripriseadvisors.com/kuttinwealthmanagement
Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case