Cultivate Wealth Management is an independent wealth management firm located in downtown Lakeland, Florida—conveniently nestled between Tampa and Orlando. We are an advisory firm providing retirement management, investment management and financial planning services.

Led by President and Owner Matthew J. Antos, CERTIFIED FINANCIAL PLANNER™ professional, our firm brings over 30 years of experience guiding individuals and families through their unique financial journeys. As fiduciaries for our advisory clients, we are committed to acting in your best interest every step of the way.

We believe personalized wealth management is about far more than simply investing money. It’s about helping you live the life you envision. Our approach includes:

• Compassionate planning for major life events
• Evaluating and preparing for retirement readiness
• Coordinating with your trusted professional team, including:
• CPAs to develop tax-efficient strategies
• Attorneys to create and maintain your personalized estate plan

Matthew and our team take the time to understand your goals, priorities, and opportunities. We work alongside you, seeking to not only to align your investments with your aspirations, but also to help coordinate the broader financial and life planning decisions that matter most.

We'd welcome the opportunity to get to know you and your goals. Reach out to schedule a conversation and discover how personalized wealth management can support your life's vision.