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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
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...
Aging Parents? Here’s What You Need to Know About Their Finances
One of the most difficult times in our lives are when we finally start to notice our parents are aging. Maybe you don't see them as much as you used to, and when you do, they aren't as sharp, or physically active. Maybe you do see them often and the day-to-day changes...
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
Ready to talk?
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