TRUSTED, TAX-CONSCIOUS WEALTH STEWARDSHIP
The McCutcheon Group advises a diverse clientele of small business owners, retirees, couples, families, multi-billion-dollar corporations, asset managers, CEOs of publicly traded companies, and several charitable foundations. As a former securities lawyer with a knowledge of corporate and commercial law, one of Fred McCutcheon’s specialties is identifying tax-effective investments.
Stewarding wealth for affluent investors for more than 20 years, we have distinguished ourselves through our ability to build trust and customize wealth solutions for a wide variety of unique client needs.
Visit our other webpages to learn more about our philosophy, service platform and credentials and contact us to discuss your needs or to request a confidential assessment of your current portfolio.