Our Team
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.
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 combine your goals with our numerous professional resources to create a comprehensive financial plan that strives to cultivate and preserve your retirement dreams.
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™ professional has the fiduciary responsibility to act with your best interest at the root of your personalized financial 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 give confidence. 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 the appropriate amount of risk for you.
- Retirement
Retirement means different things to different people. We can help you build a retirement strategy with meaning that aims 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 strategy that strives to meet your goals and desires.
Social Security: Maximizing Benefits
Grantor Retained Annuity Trusts (GRATs)
