As seen in
Why Cultivating Wealth?
Advice You Can Trust
We live here too and understand your needs.
We are a fee-only, fiduciary firm. We do not accept sales commissions and have a legal obligation to make recommendations in your best interest.
Sara is a Certified Financial Planner (CFP®) and a New York University MBA.
She combines this expertise with the ability to communicate in simple terms. This clarity helps clients make better financial decisions.
It’s Easy to Get Started
We use a “Mind Map” process to gather information and help clarify your financial goals.
New on the Blog
Financial Planner Liz Sylvan has joined The Stanich Group.
Right now, you may be in the throes of gathering your tax documents for 2017 and preparing for the annual ritual of filing online or with your accountant. But it’s worth noting that substantial changes are on the horizon for 2018. The Tax Cuts and Jobs Act of 2017 was...
Happy New Year everybody! Do you set annual goals or New Year’s resolutions? I do it every year and I enjoy the process of looking back on my year and dreaming about the year ahead. I’ve always been pretty goal-oriented, and I try to be very intentional about setting...