Financial Planning When You Want It All

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Why Cultivating Wealth?

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Advice You Can Trust

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.

A Custom Financial Plan

You are busy and we get that. Who has time for a third job?

Expect quick communication and updates so you always know where you are.

Understandable Expertise

Our team delivers advice in clear and simple terms (no financial jargon!) so you can make decisions with confidence.

Our advisors hold the CERTIFIED FINANCIAL PLANNER™ (CFP®)  and Certified Divorce Financial Analyst (CDFA®) designations.

It’s Easy to Get Started

Introduction

We start every client relationship with an obligation-free 15-minute introductory call. No strings attached – simply an opportunity for you to see if Cultivating Wealth is the best fit for your needs.

Discovery

We’ll work together to gather your financial information and map out both your short- and long-term goals.

Solutions

Using your goals and values as a guide, the Cultivating Wealth team will work with you to create a set of personalized recommendations based on your unique financial situation.

New on the Blog

So You Want to be a Landlord?

So You Want to be a Landlord?

Ask around to any of your friends and someone is always talking about becoming a landlord. It’s also a topic that comes up with a lot of clients in our financial planning practice. Some are unwilling landlords because they can't yet sell a property they bought before...

6 Common 401(k) Myths, Debunked

6 Common 401(k) Myths, Debunked

If you're like many of our clients, you have access to a retirement plan through your company. The most common type of plan we see is an employee-directed defined-contribution plan, like a 401(k) or 403(b). You probably have a 401(k) if you work for a typical company...

 Are You Cultivating Wealth?

Are you trying to do the right thing financially, but unsure about your strategy or progress?

Schedule a call to see if you are on track.

The Stanich Group LLC
dba Cultivating Wealth
PO Box 5014
Montauk, NY 11954
646-693-7451

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