Kelly P. Cutsforth
Senior Vice President, Senior Financial Advisor, PIM Portfolio Manager
With over 23 years of experience in financial services, I am dedicated to helping individuals and their families develop financial and investment strategies that align with their values in an effort to optimize their ability to meet their goals. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial objectives and family dynamics.
I began my career in the financial services industry in 1999 and quickly concluded that I wanted to dedicate my practice to assisting clientele with their holistic life management needs. In 2003, I became a financial advisor and have worked to support investment needs of Rochester-area investors since. I have been recognized as a Five Star Wealth Manager award winner for 10 years; 2025; 2024; 2023; 2022; 2021; 2020; 2019; 2018; 2015; 2014.1. I was also recognized as Forbes Top Women Wealth Advisor 2018, 2019, 2020, 2021 and 2024.2.
In 2018 and 2019, I was also recognized by Working Mother Magazine as a Top Wealth Advisor 3. Away from the office I enjoy spending time with my two children, traveling, and physical fitness. The last thing you need in your busy life is a complex web of financial relationships.
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies we use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs. We can work with you and your other advisors including your CPA and attorney to develop an estate planning strategy for your circumstances. Wells Fargo Advisors Financial Network does not provide legal or tax advice.
As a Portfolio Manager in PIM, I implement a consultative process where I oversee the development of each client’s personal investment plan.The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000. This process is further enhanced with the use of Envision® investment planning tool. I begin with a comprehensive review of my client’s goals and priorities. After I have helped the client define measurable goals, we then begin the process of designing, implementing and reviewing their investment portfolio.