Fiduciary advice for lawyers and CPAs, small business owners, corporate executives, affluent retirees and all of our other valued clients…

The Wealth Collective, LLC advises clients across the United States. We work with high net-worth, ultra high net-worth, and high income clients with complex wealth management needs. And we always serve as a fiduciary.

From professionals, to small business owners, pre-retirees/retirees, or executives with RSUs, ISOs or NSOs, The Wealth Collective provides customized and clearly explained financial planning to select clients.

We manage Cash Balance pensions and 401(k) retirement plans, advise on lifetime tax-management, asset protection strategies, review life insurance needs, and cover all other aspects of a modern wealth management practice.

We work closely with a client’s CPA, tax attorney, and other professionals to ensure our clients are well-served.

Disclaimer: Clients should note that The Wealth Collective, LLC will not provide accounting or legal advice, nor prepare any accounting or legal documents. Clients are urged to work closely with their attorney and/or accountant in implementing our recommendations. However, at the client’s request we may recommend the services of a third-party attorney, accountant, tax professional or other specialist. The Wealth Collective is not compensated for these referrals.