Fiduciary advice for lawyers, CPAs, business owners, execs, affluent retirees and our other valued clients…

The Wealth Collective, LLC advises clients across the United States. We specialize in 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 business owners, pre-retirees/retirees, or executives with RSUs, ISOs or NSOs, The Wealth Collective provides customized and clearly explained planning to select clients.

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

We work closely with CPAs, tax attorneys, 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.