Individuals & Families

Unexpected events and life changes can alter your dreams. That’s why we focus on you and your unique set of 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, and to help you adjust when those change.

Client Centric Approach 

The world of finances can be complicated however, it doesn’t have to be. That’s why we at Cultivate Wealth Management leverage our knowledge and training for a client centric, comprehensive approach to financial guidance.  We begin by helping you identify your goals. We evaluate your options and recommend strategies to help you get you where you want to be. We don’t stop there. We help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on track to pursue your financial dreams.

We can help with:

  • Retirement planning
  • Investment planning
  • Estate planning
  • Small business strategies
  • Tax strategies
  • Gifting strategies
  • Risk management

Benefits of Professional Financial Advice 

As independent financial professionals, we take the time to learn about your needs, hopes, and concerns. Whether your goals are simple or complex, you need a plan that includes a realistic strategy, actionable steps, and professional advice to help you navigate the journey, working towards your financial success. We believe your whole financial situation should be coordinated into one overall plan that helps you achieve your goals. We will use our comprehensive planning approach with technology to show how it all integrates together.