The Wealth Collective offers comprehensive financial and wealth planning services designed around your unique financial journey. Our expertise spans:
Cashflow planning
Debt management
Tax planning
Investment management
Life insurance
Income protection
As a fiduciary, 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:
CPAs, dentists and other healthcare professionals, architects and attorneys.
Small business owners.
Executives with equity compensation (RSUs, ISOs/NSOs).
Retirees focused on tax-efficient strategies for a secure retirement and/or for legacy giving
We're proud that the growth in the practice comes exclusively from word-of-mouth referrals— both from existing clients and from other professionals like tax preparers and tax attorneys. We neither pay for, nor receive any compensation for referrals.
We'd be happy to explore how we can serve your financial planning 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