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Why Cultivating Wealth?
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
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
What is Return on Life™?
Is Your Money Being Used to Improve Your Life? There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we have––a concept known as Return on Life™ (ROL). Money...
We Are Growing – Welcome Nannette Kamien!
We are thrilled to announce that Nannette Kamien, CFP® has joined our team! Before joining Cultivating Wealth, Nannette founded Inspiration Financial Planning, a fee-only firm based in Encinitas, CA. She will continue to be based in southern California. Nannette...
Is it time to leave NYC?
When is the last time you asked yourself this question? If you often ask yourself this question, you aren’t the only one. In fact, according to the US Census, New York lost approximately 180,000 residents last year, more than any other state. Why did they...
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
Ready to talk?
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