About Cultivating Wealth

Helping you plan for the future you want to live.

What does financial planning mean to you?

You may have a complex financial life and a substantial investment portfolio. But how does that relate to your financial goals?

 

  • Could you stop working without running out of money? If not now, when?
  • Are you working hard but find that your net worth is not really growing?
  • Can you afford to pay for a child’s education or other important long term goal?
  • Will your family be okay financially if there is a death or disability?
  • How should you prioritize financial decisions such as paying down debt, saving for retirement, or buying a home?

 

While many financial advisors focus on investments, we believe your portfolio is only one part of the picture.  We will analyze your personal financial situation, help you set realistic financial goals and develop plans to achieve them.

 

About Our Team

About Sara

Founder Sara Stanich, MBA, CFP®, CDFA®  launched The Stanich Group, a fee-only Registered Investment Advisory Firm in 2016. The launch of her own firm came after nearly 10 years in the industry as a Financial Advisor affiliated with Raymond James and Merrill Lynch. She also obtained her CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst (CDFA™) designations during this time.

Financial Planning is a second career for Sara, who also spent over 10 years in Marketing roles, during which time she completed her MBA at the Stern School of Business at New York University.

Sara recently relocated from Brooklyn Heights to Montauk, and is passionate about education, particularly the importance of STEM (Science Technology Math) curriculum. When Sara isn’t working, you can find her in her vegetable garden, reading, or chasing down her three kids.

About Liz

Liz Sylvan, CFP®, CDFA® is a financial planner at Cultivating Wealth.

Before joining the firm, Liz worked as an Associate Financial Planner at Luesink Stenstrom Financial, a fee-only firm in Manhattan. She received her Certificate in Financial Planning in 2015 and her Certified Financial Planner designation in 2018. In addition to her client-focused work, she has provided pro bono financial planning through the Borough of Manhattan Community College and the Financial Planning Association’s Financial Planning Days.

Prior to her career in finance, Liz spent a decade in the non-profit sector, helping organizations to fund their missions through individual and institutional giving.

Liz received her Certificate in Financial Planning from Northwestern University and her BA from Wesleyan University.  

When Liz isn’t working, she’s enjoys traveling, exploring New York City on her bike, and spending time with her husband and two kids.

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

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