The Cutler Group serves a select number of affluent individuals and families facing complexity in their financial lives. We strive to become intimately involved in our clients’ financial well-being, while maintaining the highest levels of integrity and accountability. Drawing on our combined 25 years of family office experience, we are able to coordinate trust and estate services, financial planning, and tax planning with asset management services to deliver a holistic financial and investment plan with continuing oversight.

Professional Recognition and Awards

  • Forbes Best-in-State Wealth Management Teams 20241

    • 1 The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.