Interview with Sara Stanich, Founder of Cultivating Wealth

Sara founded Cultivating Wealth in 2016 after nearly 10 years in the industry. She has extensive experience working with creative professionals, entrepreneurs, and persons in the divorce process.

Financial Planning is a second career for Sara, who also spent over 10 years in marketing roles, during which time she completed her MBA at the Stern School of Business at New York University.

Sara recently relocated from Brooklyn Heights to Montauk and is enjoying the change of pace (and some time at the beach!). When Sara isn’t working, you can find her in her vegetable garden, reading, or chasing down her three kids.

Interview questions:

Introduction | Can you provide an introduction to Cultivating Wealth? Where are your locations?

Career | Your career included stints at Merril Lynch and Raymond James Financial Services. What was your vision for starting Cultivating Wealth?

Milestones | Can you share some of the major milestones since the launch of Cultivating Wealth?

Team | Who are the key members of the Cultivating Wealth team?

Client Review | What are the key elements when you conduct a client review?

Investment Strategy| What is your approach to investing?

Growth | Please share the growth plans for Cultivating Wealth?

Connect with Sara on LinkedIn

Cultivating Wealth provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial adviser, we are never paid a commission of any kind.

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