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Company Details
Kuttin Wealth Management (KWM) established in 1994, understands that financial goals are unique and is dedicated to helping clients achieve them. Together, KWM will document clients' goals, track their progress, and adjust to whatever life brings—both the expected and the unexpected. With regular reviews of goals, anytime access to investments, and digital tools to stay on track, KWM makes clients feel more confident, connected, and always in control of their financial lives. Recognized for excellence, KWM has been named one of Barron’s Top 100 Private Wealth Management Teams from 2021 to 2023, Forbes Best-in-State Wealth Management Teams in 2023 and 2024, and Investment News Best Places to Work for Financial Advisors in 2024.
Kuttin Wealth Management articulates its retail market positioning as a premier provider of personalized, goal-focused financial planning and wealth management services. The team emphasizes a client-centric approach, tailoring strategies to meet individual needs and life circumstances. They position themselves as trusted advisors who offer:
- Holistic Financial Planning: A comprehensive approach that addresses diverse aspects of financial well-being, from investment strategies to retirement planning and legacy considerations.
- Personalized Service: They stress their commitment to understanding clients' unique goals, values, and risk tolerance to deliver highly customized solutions.
- Recognition and Credibility: Their inclusion in industry rankings such as Barron’s Top Wealth Management Teams and Forbes Best-in-State Wealth Management Teams reinforces their expertise and leadership in the field.
- Ongoing Support and Accessibility: By offering regular reviews, adjustments, and digital tools for anytime access to financial information, they highlight their proactive and transparent client engagement.
- Alignment with Ameriprise Financial: Affiliation with Ameriprise adds an extra layer of credibility and resources, positioning them as part of a respected, well-established financial services network.
By combining a personalized, high-touch approach with recognized excellence and innovative tools, Kuttin Wealth Management positions itself as a trusted partner for individuals and families seeking to achieve their financial goals.
Kuttin Wealth Management (KWM) emphasizes a leadership-driven culture focused on developing advisors into leaders. Their investment management philosophy centers on a model portfolio-driven and asset allocation-driven approach. The company prioritizes creating diversified portfolios using a mix of plain vanilla stocks and bonds, mutual funds, ETFs, and alternative investments. This strategy aims to balance risk and reward effectively, ensuring that each portfolio is tailored to meet the unique financial goals and risk tolerance of its clients. By leveraging a combination of traditional and alternative assets, KWM strives to achieve consistent and long-term growth, adapting to changing market conditions while maintaining a clear focus on its clients' investment objectives.
Locations
Company Videos
Acquisition Model
Minority, Majority, & Full Acquisition
All Cash
Yes
Max Cash: 100%
Max Equity: 0%
Standard retention terms are 50% held for 12-18 months.
KWM offers ongoing compensation that includes a base salary plus a bonus equal to 30% of the salary.
Mandatory Points of Alignment
All advisors are required to come under the Ameriprise platform as BD/Custodian. Sellers do have the option to retain their brand name, however, it is highly encouraged to adopt the Kuttin brand name.
Advisors will centralize all technology and operations.
P&L's will be segregated per local office.
KWM has a client experience that they highly encourage advisors to utilize, but it is not required.
KWM has a dedicated practice management team they encourage advisors to utilize.
Advisors can manage their models as long as they are within Ameriprise guidelines.
Advisor Value Proposition
KWM offers a comprehensive range of business enhancements for sellers, including affiliations with law firms, tax professionals (both CPA and non-CPA), and business coaching services. Additionally, KWM provides benefits, advanced technology solutions, bookkeeping services, tax alliance coaching, and connections with search firms. Other enhancements include partnerships with investment banking and private equity firms, as well as marketing support, ensuring a robust and multifaceted approach to business growth and development.
KWM has a centralized planning team for advisors to utilize. KWM's financial planning team completes over 3,000 financial plans annually and prepares approximately 600 meetings per week for their advisors.
KWM provides a comprehensive executive team and a fully developed middle office, offering operational support for virtually every aspect to advisors.
KWM has significantly expanded its services for advisors, establishing valuable connections across various professional fields. Advisors can leverage affiliations with law firms, tax professionals (both CPA and non-CPA), business coaches, benefits providers, technology experts, and bookkeeping services. The firm also offers tax alliance coaching, access to a search firm, investment banking, private equity, and marketing support. KWM also provides an internal consultant for estate planning. Additionally, the firm owns an employee benefits company and offers outsourced CFO services for business owners. Their affiliated accounting firm handles tax preparation, payroll, and bookkeeping. Advisors can also access business coaching through partnerships with entities like Cultave and benefit from relationships with investment bankers. Notably, there are no additional fees for advisors using these services.
KWM helps advisors grow through its strategic partnerships with 140 CPA firms, forming professional alliances that include solicitors for the firm and revenue sharing. These partnerships have proven highly effective, bringing in an average of $250-400 million dollars in new assets per year from the CPAs alone. Over the last three years, these alliances have contributed to a combined growth of $1.5 billion in assets under management, excluding market fluctuations.
KWM offers comprehensive practice management benefits designed to support advisors in optimizing their businesses. Advisors have access to a dedicated team focused on practice management, led by the existing beach head "MD" of the office, who oversees all aspects of this function. Additionally, advisors benefit from four virtual training meetings each week, aimed at enhancing their skills and knowledge. Annually, there is a full-week workshop dedicated to new advisor training, providing intensive guidance and support. Advisors are challenged to demonstrate specific skill sets through a rigorous "Gauntlet" process. KWM operates its entire organization using the Entrepreneurial Operating System (EOS) framework, ensuring clarity, accountability, and efficiency. Every Monday morning, advisors participate in a Level 10 meeting to align priorities and address key issues. Moreover, KWM invests in leadership development coaching for the entire organization, fostering continuous growth and improvement
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