Real Advice Delivered

Real Actions Supported

Our Story

A Brookstone neighborhood street in New York City, where founder Sara Stanich founded Cultivating Wealth

Founder Sara Stanich was drawn to financial planning as a way to positively impact lives, use her financial knowledge and skills, and start her own business. She started as a big-company financial advisor in New York City in 2007, and launched The Stanich Group, a fee-only Registered Investment Advisor in 2016.

We’ve grown organically, adding clients and team members one at a time, and now work with over 150 client households.

We are proud of our independence and dedication to the highest standards in our industry. Our fiduciary standard means that we are required to put our client’s interests first. Fee-only means fewer conflicts of interest because we cannot receive commissions.

Our Mission

Our team is passionate about supporting our clients on their path to their best life.

We find that clients may have a complex financial life and substantial investments, but still lack an understanding of how financial goals relate to their real life.

While many financial advisors focus on investments, we believe your portfolio is only one part of the picture. We will analyze your personal financial situation; help you set realistic financial goals and develop plans to help you achieve them.

Financial planning allows you to make informed decisions which help enable financial success, protect your family and ultimately cultivate wealth over time.

How do you define your best life?

Let’s build a plan to get there.