Who We Work With

How Do I Know If Culov Wealth Management Is Right for Me?

We know choosing a wealth management practice may be one of the most important decisions you’ll ever make. Wealth planning is a deeply personal decision that will affect your future and therefore it is a responsibility we do not take lightly.

Culov Wealth Management commits to our clients to stay unconflicted in our work and to remain uncompromising in our values. In order to execute comprehensive and well-established plans, there are several guidelines we recommend in considering whether Culov Wealth Management is right for you:

1. You are comfortable using one wealth management advisory practice for all your wealth planning. In order to properly execute your personalized investment strategy and mitigate risk, it’s important we have the visibility and discretion to help you achieve your life goals by being your sole advisor.
2. You are willing to entrust us to build a personalized goal-based wealth plan and use it as a guide to investment strategy. This includes giving us the discretion to act as your proxy to change allocations, adjust the plan as necessary, and work with your accountants and attorneys to execute against your overall financial strategy.
3. Open communication is a prerequisite to providing a comprehensive plan. It is difficult, if not impossible, for our practice to make comprehensive recommendations with only a partial picture of your financial standings.
4. You have $500,000 or more in investable assets. These assets need not all reside with Culov Wealth Management – such as those in 401(k)s, IRAs, and the like  – but portfolios below this amount may be cost prohibitive for the level of wealth management advisement delivered by the practice.

If the above guidelines are consistent with your needs in selecting a wealth management advisory practice, we invite you to contact us to schedule an initial evaluation so that we can further ensure Culov Wealth Management is right for your individual needs.