Ross Cutler
We aim to be readily available to clients at all times.
Ross Cutler · Stuart, Florida
Is this you, Ross?
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About
We are a full-service financial planning firm dedicated to helping individuals, families, and small business owners maximize their financial freedom. We have an experienced team building tax efficient retirement strategies, transition strategies, and tailored solutions for your unique situation.
Our diverse background both in and out of finance helps us understand the distinct challenges many people face. We focus on providing sound advice and personal support during every step of your financial journey.
Who they serve
- HENRY (high earner, not rich yet)
- Ultra high net worth
- Founders
- Pre-retirees
- Early-career professionals
- Retirees
- Cross-border families
- High earners
- Executives
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Estate Planning
- Financial Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Portfolio Rebalancing
- Portfolio Management
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Risk Management
- Stock Option Planning
Structured record
| Name | Ross Cutler |
|---|---|
| Firm | Ross Cutler |
| Location | Stuart, Florida |
| Fee model | Hourly Rate · One-Time Financial Planning Fee · Percentage of Assets (AUM) |
| AUM | $25M - $100M |
| Founded | 2021 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Investment approach | Blend of both |
| Website | www.kingtideadvisors.com |
| http://linkedin.com/in/rosscutler27 |
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Specialties
- Small business owners
- Retirement planning
- Equity compensation
- Pension planning