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, the Cultra Wealth Management Group was named a Top 50 Private Wealth Advisory Team by Barron's in its first-ever team rankings.
Disclosure: 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.