Financial Planning When You Want It All

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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.

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

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.

New on the Blog

401K Options for Small Businesses

401K Options for Small Businesses

Too many small businesses skip offering a 401(k). They do this for a wide range of reasons, but more often than not fear is what’s getting in their way. Setting up a 401(k) is intimidating! Business owners who are already dealing with a full plate of to-do’s often...

Understanding Your Taxes When You’re Self-Employed

Understanding Your Taxes When You’re Self-Employed

Taxes. The word alone is enough to send most self-employed individuals running for the hills. There seems to always be some form of confusion around how to pay your taxes, or what’s expected of you by the IRS, when you’re self-employed. It doesn’t help that the tax...

Can I Afford to Work Part-Time?

Can I Afford to Work Part-Time?

Wouldn't it be great to have an extra day each week to run errands, spend time with your family, or just relax? But can you afford it? As a mom, I have often thought that part-time work would be the perfect compromise: I would have the extra time to spend time with my...

 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

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