A Personalized Approach

Every client is unique. No standard financial plan or investment strategy is right for everyone. We take great care to discover where you are now - not only financially, but personally - and where you want to be in the future. Understanding who you are and what you want to achieve is the first step in the planning process.

Unbiased Advice

Cutter & Company representatives offer the advice, investments and insurance products believed to be best for you. We don’t have our own proprietary investment and insurance products to sell. Instead we can offer you access to the vast array of options on the market today. Because we are not limited to offering products from any particular company, we are free to identify the best potential provider of products or services to fit your specific needs.

New, innovative products are continually introduced to the market. Cutter & Company conducts professional research on existing products, as well as new offerings, to provide a personalized solution that meets your needs.

In other words, we work for you. And only you.