Kuttin Wealth Management Team Profile

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Retirement Planning Strategies
Tax Planning Strategies
Wealth Preservation Strategies
Retirement Income Strategies
Small Business
Estate Planning Strategies

Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021-2023
Kuttin Wealth Management, Barron’s Top 250 Private Wealth Management Teams, 2024
Kuttin Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
Jonathan Kuttin, Inducted to Barron’s Hall of Fame (for ranking 10 years on Barron’s Top 100 Advisor lists), 2019
Jonathan Kuttin, Barron’s Top 1,200 Financial Advisors, 2014-2025
Kuttin Wealth Management, Investment News Best Places to Work for Financial Advisors, 2024
Ashley Lang, Forbes Best-in-State Women Wealth Advisors, 2022-2025
Claire K Fitz, Forbes Best-in-State Women Wealth Advisors, 2024-2025
Rachel Couch, Forbes Best-in-State Women Wealth Advisors, 2025
Margaret Capehart, Forbes Best-in-State Women Wealth Advisors, 2024-2025

National Day of Service-November 14, 2014

Our team participates in a number of non-profit and community service type organizations including: The Mary Brennan Inn, Wounded Warriors Project, Long Island Cares, RDH12 Fund for Site, Child Abuse Prevention Services (CAPS), Moxxie Mentoring Program, Little League Coaching, American Cancer Society and many more.