Cultivating Wealth Employee Directory

Financial ServicesNew York, United States2-10 Employees

Cultivating Wealth is a small, independent financial advisory firm based in New York, New York. It provides objective financial planning and fiduciary guidance intended to help clients organize, grow, and protect their assets as they navigate life transitions. The firm offers a range of services, including comprehensive financial planning, strategic investment management, retirement planning and income strategies, and equity compensation guidance, to align financial decisions with life goals.
The firm targets individuals seeking structured planning and objective advice to manage career changes, home purchases, and other major next steps. Operating within the financial services sector, Cultivating Wealth emphasizes fiduciary responsibility and independent advisory work to ensure advice serves clients' best interests. A notable development in its recent history is the addition of Rebecca as an associate financial planner in February 2022.

Find Cultivating Wealth employees' phone numbers or email addresses

Cultivating Wealth Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Cultivating Wealth's Leadership

  • Stylized image of a person
    S. S.
    Founder
    Phone icon
  • Stylized image of a person
    L. S.
    Senior Financial Advisor
    Phone icon

Cultivating Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Cultivating Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. S.
    Founder
    Phone icon
    United StatesNew York
    Apr 24, 2026
  • Stylized image of a person
    L. S.
    Senior Financial Advisor
    Phone icon
    Jan 02, 2025

Frequently Asked Questions

What is Cultivating Wealth known for?

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Cultivating Wealth was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in New York, New York United States. Explore Cultivating Wealth's company overview page for more information.

What is Cultivating Wealth's most common email format?

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Cultivating Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cultivating Wealth email formats with LeadIQ.

How many employees does Cultivating Wealth have currently?

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Cultivating Wealth has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Cultivating Wealth's key employees and leadership?

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As of June 2026, Cultivating Wealth's key employees include:

  • Founder: S. S.
  • Senior Financial Advisor: L. S.

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