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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
If you’ve had a loss of income due to the COVID-19 shutdown, you may be wondering how to protect yourself financially. We look at people’s cash flow every day, so we have a pretty good idea of how people choose to spend. In difficult times, we recommend a triage...
As mortgage loan rates hover around historic lows, almost everyone seems to be asking themselves if they should refinance. And if you aren't, you should be. Your home is usually one of your biggest expenses and the source of a significant portion of your net...
The Coronavirus pandemic is affecting us all. We’ve been staying healthy personally, but our kids have been home from school for weeks, and clients are sharing news of work furloughs, cancelled projects and closed businesses. It’s amazing how fast things are changing...
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