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Financial Advisor

‘Making a Real Difference’ for Independent Advisors, Clients for 30 Years

Nathan Tice


Cutter and Company, a Registered Broker-dealer and Investment Advisor, celebrates 30 years helping independent financial advisors establish and operate their own independent wealth management businesses this year. The firm was founded in October 1988 by CEO Deborah Castiglioni and President William Meyer, who share a deeply held belief that financial advisors who are free from… Read the full article

Veteran Financial Advisors Join Cutter & Company

Nathan Tice


Beck and Gehrs Establish Greenbridge Wealth Advisors as Independent Practice Veteran financial advisors Joseph Beck and Nick Gehrs, managing members of Greenbridge Wealth Advisors, LLC, have joined Cutter & Company. With client assets in excess of $200 million, Beck and Gehrs each have 30 years of experience helping clients with their investments and future plans… Read the full article

Consider This Before Opening Your Own Corporate RIA

Nathan Tice


We are long-standing advocates of financial advisors going into the independent channel. In fact, this year Cutter & Company is celebrating our 30th year as an independent broker-dealer. The more recent trend in the industry is where advisors explore their future as their own Registered Investment Advisor (RIA). As a long-time senior compliance executive for… Read the full article

Help Clients Understand New Flexibility in 529 Plans

Nathan Tice


Tax season is an opportune time for financial advisors to review client financial situations and examine whether new strategies might be in order. The changes affecting the federal tax code that were signed into law in late 2017 under the Tax Cuts and Jobs Act make that review even more critical this year. One change… Read the full article

Time Trumps Money When Working with Millennials

Nathan Tice


The Millennial generation, American’s born between 1982 and 2000, represent more than 25 percent of the country’s population. So how is your financial advisory practice serving these people, who number more than 83.1 million according to the U.S. Census Bureau? This large and diverse group will soon enter their earnings prime. Independent financial advisors who… Read the full article

Help Clients Prepare for the (Very) Long Haul

Nathan Tice


Looking at the big picture often reveals opportunities for growth. For example, did you know the number of people who say they are not financially prepared to live a long life is virtually the same as the number of people who are without a financial advisor? For independent financial advisors seeking to enhance their practices,… Read the full article