The Wealth Collective, where financial expertise meets tailored solutions. We serve professionals – from CPAs and architects, to attorneys, dentists and mental health professionals.

Through custom deferral plans, we are able to help defer between 0%-100% of a trial lawyer’s contingent fees - on a tax-deferred basis, - to the attorney’s own custom deferral plan, and with the deferred fees invested pre-tax according to an agreed upon Investment Policy Statement (IPS).

And for extremely busy CPAs, dentists, psychiatrists, architects and other professionals, we’ve got your back as well. Our wealth management services allow you to focus on what matters most – your clients. Meanwhile, we handle the details around your challenging schedule: helping you accomplish trust and estate planning goals, helping review personal liability and asset protection needs, advising on life and disability income insurance, and every facet of modern wealth management.

Our suite of services caters to busy professionals. We specialize in tax-aware investment strategies, effective liability management, Cash Balance/Defined Benefit pension and Profit-Sharing/401(k) plans, life insurance and disability income planning, as well as other strategies to protect your income and to minimize taxes.

Don’t be the cobbler without any shoes! Let us streamline your financial journey.