A complete list of active advisors currently associated with Cultivating Wealth

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

Cultivating Wealth provides discretionary investment management, financial planning, and consulting to individual and high‑net‑worth clients as well as business owners, including dedicated divorce financial planning and small‑business valuation and strategy work. The firm reports approximately $210 million in discretionary assets and offers both comprehensive planning engagements and standalone consulting or hourly projects. Its investment approach emphasizes strategic asset allocation, portfolio diversification, and risk management, using fundamental and cyclical analysis alongside modern portfolio theory to build a customized Investment Policy Statement for each client. Portfolios are managed on a discretionary basis with ongoing monitoring and periodic rebalancing, and the firm may employ third‑party service providers for portfolio monitoring, reporting, and implementation support. Notably, the firm documents client education and outreach as part of its practice and makes use of client testimonials in its advertising materials—both of which are relatively uncommon among similar team firms. It also highlights specialized services (divorce planning and small‑business consulting) and leverages institutional custodian support and educational resources to supplement its research, reporting, and practice‑management capabilities.

To learn more about the advisors currently working at Cultivating Wealth, 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
Sara Stanich	Montauk, NY	15
Lauren Sylvan	Montauk, NY	8
Hana Walton	Montauk, NY	1
Caroline Young	Montauk, NY	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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