The Cultra Wealth Management Group

William Blair Private Wealth Management

The team is dedicated to understanding you, your goals and the purpose of your capital to build sophisticated, customized solutions for your family. Through our collective technical expertise in investment management and strategic wealth planning, we build enduring relationships with multiple generations of family wealth. We serve successful entrepreneurs, business owners and high net worth families as well as foundations and endowments.

In 2019, 2020, and 2021 the Cultra Wealth Management Group was named a Top 100 Private Wealth Management Team by Barron's.1

Barron's features John Cultra and his investment philosophy in its June 5, 2020 edition.

1 The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

Thought Leadership

Roth IRA Conversions - A Powerful Wealth Transfer Tool

Converting a traditional IRA to a Roth IRA can be an extremely effective wealth-transfer tool under the right circumstances. Learn about the factors to consider in deciding whether a Roth conversion makes sense for you.

Coronavirus Federal Tax Relief | April 2020

In response to the spread of the coronavirus, the federal government has approved a $2 trillion-plus stimulus plan, referred to as the CARES Act, and extended deadlines for tax filing and payments.

COVID-19 Philanthropy Resources | April 2020

Our firm is dedicated to assisting our nonprofit clients with both their social and financial returns. We are also proud to partner with our philanthropically inclined clients to help them channel their support.

William Blair News

William Blair Commemorates Juneteenth With History Lesson on Race and Wealth

In recognition of Juneteenth, William Blair was honored to host Marcia Thompson, a leader in diversity, equity and inclusion, for an amazing talk—40 Acres and a Mule—on the journey of African Americans from slavery to today.

Flywire Corporation: Initiation of Research Coverage

William Blair initiated research coverage of Flywire Corporation (FLYW $32.44), which provides cloud-based software and payment solutions to more than 2,250 customers.

ZipRecruiter, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of ZipRecruiter, Inc. (ZIP $20.64). ZipRecruiter is a leading online hiring platform for small and medium-size businesses that streamlines the recruiting process for employers, offering reseller programs, ATS integrations, and an email alert program.

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The William Blair Building
150 North Riverside Plaza
Chicago, IL 60606
+1 312 236 1600

Ready to start a conversation? Contact us today.