Our Process

Our Wealth Management Process is rooted in the relationship we have with you. When cultivating our relationship, we look for you to educate us on what is most important to you. Together, we will combine the vast resources available to us to create a comprehensive plan and strive toward the goals and objectives that we have collaboratively prioritized.

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Our Mission

At Cultivate Wealth Management, we are focused on cultivating client relationships for the long-term. We spend the time to understand your values and help you make the most informed decisions necessary to cultivate your wealth. We provide Comprehensive Transition Planning for individuals, business owners and entrepreneurs with a specialty in working with those in agriculture and ag-related businesses.

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CULTIVATED FOR YOU

Your Goals are the Key to Growth

Like the strongest of trees, the seeds you plant today can lead to a lush canopy of comfort, shelter, and protection.

Organic growth underlies all that we do at Cultivate Wealth Management. Together, we’ll design a roadmap that starts with the future you want and works towards your dream retirement. Our approach seeks to help your retirement weather the harshest of storms.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Financial Planning

    Preparing for the future can be overwhelming. Carefully preparing your Financial Plan can help alleviate some of the stress. Let us help you create and execute a plan that’s tailored for you.

  • Investments & Risk Management

    We utilize sophisticated and disciplined Risk Analysis tools to pinpoint your Risk Number and implement a portfolio that contains just the right amount of risk for you.

  • Retirement

    Retirement means different things to different people. We can help you build a retirement strategy with meaning to help you achieve the retirement you deserve.

  • Estate Planning

    Every Estate Plan is unique. We help you navigate the complexities and begin to develop an Estate Plan that best meets your goals and desires.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Saving for College 101

Here’s a crash course on saving for college.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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