Cultivating Wealth resides at the intersection of life and finances, offering fee-only financial planning services for people who want to take power over their wealth. Our highly-trained advisors help clients make smart financial decisions over a lifetime.
Our team has been helping clients take power over their wealth for over a decade. We believe in being partners to our clients, and provide straightforward advice, one real money decision at a time. We work virtually with clients nationwide.
Have you been considering opening a 529 college savings plan? Contributing to our children’s college education is one of my personal goals. I went to an expensive private university (NYU),
I’m excited to go meet my friends’ new baby this month. She will be almost three months old, so hopefully she will still have that great baby head smell. Her
Ahh … summer is nearly here. Time to relax and enjoy the sunshine, dip your feet in the ocean and feel a warm breeze blow through your hair… The serenity
