A complete list of active advisors currently associated with Cultivate Wealth Partners

Warmer can help you find a great advisor at Cultivate Wealth Partners or one who fits your needs even better.

Cultivate Wealth Partners provides discretionary portfolio management and financial planning services to individuals and high‑net‑worth individuals. The firm prepares an Investment Policy Statement for each client and offers ongoing monitoring, with financial planning provided at no additional charge to portfolio management clients. The firm’s investment approach is grounded in modern portfolio theory and implemented under discretionary authority, emphasizing asset allocation using mutual funds, ETFs, fixed income, equities and real estate funds. CultivateWP also employs longer‑term trading alongside higher‑risk techniques such as margin and options strategies, and conducts quarterly account reviews tied to clients’ risk tolerances and objectives. What distinguishes the firm from many peers is that a principal is an independent licensed insurance agent and the firm may recommend and sell insurance and annuity products to clients, a relationship the brochure discloses as a potential conflict of interest and documents for clients. The firm also requires clients to custody assets on the SEI platform and discloses receiving platform and soft‑dollar benefits, and it is structured with staff support rather than operating as a solo practitioner.

To learn more about the advisors currently working at Cultivate Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Nachtweih	Broomfield, CO	11

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