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Welcome to Cutter & Company
Helping you achieve independence and financial freedom

Guiding clients on their journey to financial freedom. 

I'm an Investor

"The future depends on what you do today."

—Mahatma Gandhi

Are you overwhelmed with...

  • Getting started with building your savings?
  • Growing your assets enough to meet your retirement goals?
  • Preserving your wealth?
  • Generating income in retirement to last your lifetime?

Investment Management

Wealth accumulation and preservation strategies

Financial Planning

A goal based, customized financial plan

Retirement and Estate Planning

Preparation, income strategies and legacy planning

Insurance-Annuities

Protect what you value the most

Investors

Investors

Whatever stage of life you’re in, our experienced financial advisors can answer your questions and help you ensure you are on the right path. Whether you need advice on how much to save or what you can safely spend, we’re here to help.

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Existing Clients

Existing Clients

If there is anything you need related to your account, call us at 800-536-8770 or email info@cutterco.com


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Realize your dreams. Let us help you take control of your life with confidence.

Realize your dreams. Let us help you take control of your life with confidence.

In 2023 we celebrated our 35th year in business. We
continue our decade’s long goal of providing personal
service and support clients expect.

Knowledge Leads to Financial Freedom

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Book a confidential call or sign up for an in-person or virtual meeting

Are you ready to learn more about opportunities at Cutter & Company? Do you have a financial question you’d like to ask, but didn’t know where to turn?

Schedule a Consultation