Our Process
Our Wealth Management Process is rooted in the relationship we have with you. When cultivating our relationship, we seek to better understand your motives and objectives. Together, we will combine your goals with the vast resources available to us to create a comprehensive financial plan that strives to cultivate and preserve your retirement dreams.
Our Mission
As independent financial professionals, we focus on you and your unique set of financial circumstances. Building a lasting relationship with you and your family allows us to create a customized strategy aligned with your short- and long-term objectives that adjust when they change.
CULTIVATED FOR YOU
Cultivating Your Financial Plan to Align with Your Retirement Goals
Organic growth underlies all that we do at Cultivate Wealth Management. Together, we will cultivate a financial plan that aligns with your retirement goals. Enjoy the benefits of an independent firm where our team will care for your financial needs with integrity and accountability.
Our experienced CERTIFIED FINANCIAL PLANNER™ has the fiduciary responsibility to act with your best interest at the root of your personalized plan.
Working as your fee-based advisor, we are dedicated to keep a clear and committed focus on your objectives
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.
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