At Kuttin Wealth Management, we specialize in partnering with CPA firms to offer a fully integrated, white-glove wealth management experience. Our goal is to enhance the value you deliver to your clients while helping you unlock new revenue streams, deepen client loyalty, and reduce liability. This is precisely why Thrive endorses KWM and has worked closely with their team for over a decade!
Why Partner With Kuttin Wealth Management?
Unmatched Support for You & Your Clients
- Outsourced Wealth Management: Seamlessly integrate financial planning, investment management, and estate planning into your firm—without adding operational complexity.
- Joint Client Meetings: We co-host meetings with you to provide strategic tax-smart planning and guidance.
- Revenue-Sharing Opportunities: Create an additional income stream through our partnership model.
- Client Retention: Our services add “stickiness” to your client relationships and protect against outside financial advisor interference.
White-Glove Experience for Your Clients
- Holistic Financial Planning: Including retirement income planning, tax-efficient investment strategies, legacy and estate planning, business succession strategies, and more.
- Exclusive Access: Invitations to client-only economic forums, advanced tax strategy sessions, and luxury client appreciation events.
- Specialized Teams: High-net-worth clients are supported by credentialed CFP®, CFA®, and CPA professionals.
- Multi-Generational Wealth Guidance: We help families plan across generations with personalized, proactive care.
Our Accolades
- Barron’s Top 100 Advisors
- Forbes Best-In-State Wealth Advisors
- Over $14 Billion in Assets Under Management
- Trusted Partner to 150+ CPA Firms Nationwide
The Future Ready CPA – Unlocking Revenue & Client Loyalty Through Wealth Management
Built for the Future
Our vision is to redefine wealth management with precision, professionalism, and purpose. We focus on helping you and your clients navigate complexity with clarity—and lead with a standard of excellence that few in the industry can match.
Let’s Elevate Your Firm Together. To learn more schedule a call or virtual meeting with us at calendly.com/toddsteinberg.