Design Your Financial Future

Seamless Financial Planning and Investment Management for Your Next Chapter

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Does This Sound Like You?

Financial Crossroads

You are facing a major life change (divorce, stock event, job change, move, inheritance). You need a supportive team on your side to make informed decisions.

Tired of Traditional

You want a real financial plan and relationship with a trusted advisor, not just investments or insurance. Your “old” advisor doesn’t get it, and you are ready to upgrade.

Creative & Entrepreneurial

You are focused on growing your business and finance is not your thing. A partner to help with your sometimes-neglected personal finances would be amazing.

What People Are Saying

Cultivating Wealth has not provided any compensation for the testimonials shown below. The testimonials shown have been solicited, have been selected from among all client feedback, and have been shared with each client’s permission. To our knowledge, no other conflicts of interest exist regarding these testimonials.

 

Meet the Team

 

Sara Stanich

FOUNDER

Liz Sylvan

SENIOR FINANCIAL ADVISOR

Portrait of Cultivating Wealth's Financial Advisor Audrey Emerson

Audrey Emerson

FINANCIAL ADVISOR

 

Caroline Young

ASSOCIATE FINANCIAL ADVISOR

 

Rebecca Incledon

ASSOCIATE FINANCIAL ADVISOR

 

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