I am excited to announce our new strategic alliance with Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC and Barron’s Top 250 Private Wealth Management Teams for 2025.
We believe reaching your financial goals doesn’t stop with tax savings. We have chosen an advisory-driven financial planning partner to make it easier for your advisors to work together to support your unique financial situation.
Expanding our ability to serve you is important to us. As part of our alliance, Kuttin Wealth Management is offering Accountability Services clients a complimentary Financial Wellness Check.
To take advantage of this complimentary “second opinion” on your financial position, contact our team at concierge@accountabilityservice.com and we’ll guide the way.
If you’d like to learn more about Kuttin Wealth Management on your own:
- Visit their website or
- Connect directly at KuttinWealthManagement@ampf.com
Reach out if you have any questions or would like additional information regarding this new strategic alliance.
Sincerely,
Dave Fischer
Chief Executive Officer
206-522-0110
Please note: The referring professional is not a client of Ameriprise Financial and receives cash payment(s) if you open an Ameriprise Financial account. These payment(s) are an incentive to refer you to Ameriprise and creates a conflict of interest. In addition, the referring professional also has a personal or business relationship with the Ameriprise advisor.
The referring professional has a partnership with Ameriprise Financial and this advisor and may, from time to time, identify and refer potential clients who may benefit from Ameriprise Financial’s services. The referring professional can earn a referral fee of up to thirty percent of the advisory fees for so long as the client maintains an Ameriprise relationship. Payment for referrals present a conflict of interest. Ameriprise advisors offer products and services based on appropriateness; therefore, not all referrals result in a referral payment.
Ameriprise Financial is not affiliated with Accountability Services.
Accountability Services is not endorsed by or affiliated with Ameriprise Financial. We are not under the supervision of Ameriprise Financial and are not a broker-dealer or investment advisory firm. Financial planning services including wealth management strategies and protection planning are being made available to our valued clients through a formal referral relationship with Ameriprise Financial. For more information on Ameriprise Financial, visit ameripriseadvisors.com/team/kuttin-wealth-management.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial cannot guarantee future financial results.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.
