As seen in
Why Cultivating Wealth?
Advice You Can Trust
We live here too and understand your needs.
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.
The Cultivating Wealth team communicates technical financial planning advice in simple terms, enabling our clients to make decisions with confidence and clarity.
Our fee-only fiduciary advisors hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
It’s Easy to Get Started
We know that finding trustworthy financial guidance can seem overwhelming. That’s why 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.
New on the Blog
Most of us have wondered what exactly happens (financially) when we die, but feel a bit funny asking our financial advisors about it.
As I’ve shared before, my husband and I have been very happy with our decision to send our oldest son to elementary school at Success Academy, a charter school. Since kindergarten, our son has been academically and socially engaged, he’s benefited from incredible...
Financial Planner Liz Sylvan has joined The Stanich Group.
Are You Cultivating Wealth?
Are you trying to do the right thing financially, but unsure about your strategy or progress?
Schedule a Discovery Call with Sara to see if you are on track.