204 East Pine Street,
Cultivate Wealth Management, a new name as of early 2019 but born from a long legacy.
Matthew J. Antos, CFP®, began his career as a Financial Advisor in 1996 at Prudential Securities. He continued to gain valuable experience and knowledge at Merrill Lynch and then Smith Barney. By 2003, Matthew had earned his CERTIFIED FINANCIAL PLANNER ™ designation.
In 2007, Matt knew it was time to open his own Independent Financial Planning and Investment Management Practice and chose to affiliate with LPL Financial.
Matt and Kneeland Chase, of Chase Wealth Management, met and began working together in 2008. As their professional relationship and friendship grew, they recognized that a partnership would help to better serve the growing needs of their clients. As a result, Matt and Kneeland formalized a business partnership in 2013.
Each having a high level of integrity and passion for helping their clients in achieving their retirement goals, the partnership was a perfect fit.
For nearly a decade, Matt and Kneeland worked alongside each other, serving the financial goals of their clients. In late 2018, Kneeland decided it was time for him to move on to the next chapter of his life by formally retiring.
It was decided in early 2019, after many conversations with clients and business associates, to change the name of the company to better reflect our passion of our long-term relationships with our clients.
Cultivate Wealth Management continues to service the financial goals and objectives of our clients with the same passion, integrity and focus that Matt and Kneeland have delivered to their clients since the beginning.
The Cultivate Wealth Management Team includes Matthew, Katrina Hart - Client Relationship Manager, Michele Terlep - Client Experience Specialist, a research team, and business consulting advisors.
Chase Wealth Management, Cultivate Wealth Management and LPL Financial are not affiliated.