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Cultivating Wealth

Real Life. Real Money. Real Financial Plans.

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Cultivating Wealth

Real Life. Real Money. Real Financial Plans.

Locations

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

About Us

Cultivating Wealth resides at the intersection of life and finances, offering fee-only financial planning services for people who want to take power over their wealth. Our highly-trained advisors help clients make smart financial decisions over a lifetime.

Our Simple Process for Cultivating Wealth:

✅ REAL LIFE. Real Life is where we begin. Setting financial goals is a balance between today’s decisions and tomorrow’s desires. Get the most out of today’s lifestyle without sacrificing your future.

✅ REAL MONEY. Real Money is where we adjust. Whether it’s a new home, job, or major move, we can connect these real money decisions to your overall financial strategy and help you decide the right next moves.

✅ REAL PLAN. Real Plan is what you get. We are fee-only planners and our plans are intended to give you the information you need to take power over your wealth.

Cultivating Wealth is a fee-only Registered Investment Adviser. Our roots are in New York City, but we are now coast to coast and serve clients virtually nationwide.

We are proud of our independence and dedication to the highest standards in our industry. Our fiduciary standard means that we are required to put our client’s interests first. Fee-only means fewer conflicts of interest because we cannot receive commissions.

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Who We Serve

  • Baby Boomers
  • Blended Family
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • LGBTQ
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

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