Financial alignment in Santa Cruz, California

Cultivate Investments, located at 20 South Santa Cruz Avenue in Los Gatos, California, is a finance institution that offers a next-generation investment management approach. Founded by Loren Kinczel, a seasoned professional with a background in top-rated investment firms, Cultivate Investments focuses on aligning interests with its clients and investing a significant portion of its family wealth alongside yours. With a commitment to flexible thinking and original technology, Cultivate Investments offers a classic value investment approach that can help you achieve your investment goals. Please note that all information provided on this site is for informational purposes only, and you should consult with a financial adviser before making any decisions. Cultivate Financial Group LLC is not affiliated with the Social Security Administration or any government agency.

Regis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California. Founded in 2000, Regis specializes in creating customized portfolios for private clients, foundations, and endowments, with a focus on long-term capital appreciation. With expertise in marketable securities, alternative investments, and private investments, Regis offers a consultative approach to wealth and investment management that aligns with the unique goals and needs of each client. As an independent advisor, Regis provides objective advice and transparent fees and services, allowing for flexibility in choosing high-quality investments based on client objectives. The firm takes a conservative, valuation-based approach to investing, prioritizing capital preservation and risk reduction while aiming for steady growth and financial security.

San Lorenzo River Railroad Bridge Welcome to the San Lorenzo River Railroad Bridge, a historical landmark nestled on the Santa Cruz Riverwalk in Santa Cruz, California. Positioned at the eastern edge of the Santa Cruz Main Beach, this iconic bridge stands as a testament to human ingenuity and perseverance in the face of nature's challenges.

Welcome to The Dahlmeier Kass Team at Morgan Stanley, your trusted financial advisors in Santa Cruz, California. Conveniently located at 6004 La Madrona Drive, our team is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. With a deep understanding of the financial markets and a commitment to excellence, we offer a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more. At The Dahlmeier Kass Team, we believe in building long-lasting relationships with our clients, grounded in trust, integrity, and transparency. Our experienced professionals are here to guide you through every step of your financial journey, ensuring you make informed decisions that align with your aspirations. Whether you are planning for your future, managing your assets, or seeking expert advice on complex financial matters, we are here to support you with dedication and expertise.

Welcome to Jessica Locatelli - Morgan Stanley, your trusted partner in financial planning and investment management, located in the heart of Santa Cruz, California. Situated at 6004 La Madrona Drive, our office is dedicated to providing personalized financial services tailored to meet your unique needs and goals. At Jessica Locatelli - Morgan Stanley, we understand that navigating the complexities of the financial world can be challenging. Our experienced team is committed to offering expert guidance and innovative solutions to help you achieve financial success. Whether you're planning for retirement, managing your wealth, or looking to invest, we offer a comprehensive range of services designed to support your financial journey.

Welcome to Diane Molnar, Realtor - Your Trusted Partner in Santa Cruz Real Estate Located at 1041 41st Avenue, Santa Cruz, California 95062, Diane Molnar is your dedicated real estate professional, committed to providing exceptional service and expertise in the vibrant coastal community of Santa Cruz and beyond. With a passion for helping clients embrace the idyllic charm of this beautiful region, Diane combines over 30 years of experience with a personalized approach to real estate.