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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.
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.
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New on the Blog
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...
School! It’s a topic that many New Yorkers have spent way too much time researching, thinking about and discussing at cocktail parties. In New York, the sheer number of options can make “the school decision” especially daunting. Many of our clients are considering...
Tax return is now due Tax season is here again, and for many of my clients, that means it’s time to reach out to your CPA – or to find one if you haven’t yet! But if you are looking for a (new) accountant, what should you ask him or her? Here are some questions to get...
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