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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.

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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.

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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.

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New on the Blog

We’re Not Ready, But It’s Happening Anyway

by Sara Stanich | May 23, 2020 | Kids, Planning

We moved into a new house a few months ago, and for the first time ever, we have a pool. Swimming pool was not even on my list of priorities when we were house hunting last Fall, but with three kids and a dog, I knew we would use it. Summer is just around the corner,...

Quarantine Finance Webinar – What To Do Now

by Sara Stanich | Apr 29, 2020 | Cash Flow, General, Press

UPDATE - VIDEO POSTED BELOW It seems that every day another client is sharing news of layoffs and company shutdowns. Over the last five weeks, 26.4 million people in the US have lost their jobs. For context, this is more than all the jobs created since the 2008...

Estate Planning in the Face of COVID-19

by Guest Contributor | Apr 22, 2020 | Estate Planning, Planning

Guest Post by Shannon P. McNulty, Esq. As the COVID-19 crisis drags on, you may be concerned about having a solid plan in place if something were to happen to you. Below are some of the common estate planning issues that are arising during this pandemic which may be...