At The Wealth Collective, we offer comprehensive wealth planning services tailored to your unique financial journey. Our expertise spans:
Cashflow planning
Debt management
Tax planning
Investment management
Life insurance
Income protection
As fiduciaries, we're committed to always acting in our clients' best interests. It's not just a promise—it's the foundation of our practice.
Our clients include:
Attorneys, CPAs, and architects
Small business owners and executives with equity compensation
Affluent retirees focused on tax-efficient strategies for a secure retirement or for legacy giving
We're proud that our growth comes entirely from word-of-mouth referrals—both from satisfied clients and from other trusted professionals like tax preparers and attorneys. We'd be honored to explore how we might serve your financial needs as well.
John Agnew, CFA, CFP®, CPWA®, RICP®, CLU®
After stints at major Wall Street firms, I started my own Registered Investment Advisory firm. Why? To serve clients as a fiduciary with a high level of service, ethics and professionalism. And to provide access to advanced financial and tax planning, investment and wealth management services.
"Money makes money. And the money that money makes, makes money.”
- Benjamin Franklin