Women today are building businesses, leading organizations and creating wealth like never before — and making more financial decisions than at any point in history. As wealth grows, so does the importance of thoughtful, coordinated advice.
Jennifer Homman, CEPA, is Founder, CEO and Wealth Advisor of Cultivate Wealth, an independent wealth management firm she founded and leads in Madison. For more than 20 years, Jennifer and her team have helped successful individuals, families and business owners build personalized strategies that align their wealth with their goals, values and vision for the future.
Services include investment management, retirement planning, proactive tax strategies, estate and legacy planning, business exit and succession planning, and multigenerational wealth planning.
As a Certified Exit Planning Advisor (CEPA), Jennifer also helps business owners build and safeguard company value while preparing for successful transition, collaborating closely with clients’ CPA and attorneys to help minimize taxes and preserve wealth and create a coordinated strategy for what comes next.
Independent advice. Personalized strategies. Meaningful relationships.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
We believe financial planning is about more than investments. It’s about creating confidence, preserving what you’ve built and giving you the freedom to focus on what matters most.
— Jennifer Homman
Cultivate Wealth
5403 Eastpark Blvd., Madison, WI 53718
608.910.6001 | cultivatewealth.com
