Cultivating Wealth

Our Story

Cultivating Wealth began with a simple desire: to empower individuals to make informed financial decisions and achieve their life goals. Founded in 2016 by experienced financial advisor Sara Stanich, the firm has grown to become a trusted partner for over 150 client households. We are driven by our commitment to transparency, personalized planning, and fostering genuine client relationships.

Who We Are

Our team of experienced financial advisors is more than just numbers and spreadsheets. We are individuals with diverse backgrounds and a deep understanding of the complex financial landscape. We are passionate about helping clients navigate financial challenges, achieve their financial goals, and build a secure future.

What We Do

Cultivating Wealth offers a comprehensive range of services tailored to meet your unique financial needs. These include:

• Financial Planning: Developing a personalized roadmap to reach your financial goals, encompassing investments, insurance, estate planning, and more.
• Retirement Planning: Maximizing your retirement plans and ensuring a comfortable post-career life.
• Investment Management: Building and monitoring a diversified portfolio that aligns with your individual risk tolerance and goals.
• Tax Planning: Strategies to minimize your tax burden and maximize your returns.
• Life Planning: Guidance on financial decisions related to major life events such as marriage, childbirth, or inheritance.

Why Choose Cultivating Wealth?

• Fiduciary Approach: We are held to the highest ethical standard, putting your interests first in all our endeavors.
• Fee-Only Model: We eliminate potential conflicts of interest by receiving compensation only from our clients.
• Personalized Attention: We take the time to understand your unique situation, goals, and financial aspirations.
• Client-Focused Culture: We value open communication, transparency, and building strong relationships with our clients.

Our Approach

We believe financial planning should be a collaborative process, working alongside you to understand your aspirations and fears. We will work with you to:

• Identify your financial goals and values
• Assess your current financial situation
• Develop a tailored plan to achieve your goals
• Implement and monitor your progress
• Make necessary adjustments along the way