Welcome to The Wealth Collective, where financial expertise meets tailored solutions. We serve professionals – from CPAs and architects to attorneys – with strategic wealth management.
Our comprehensive suite of services caters to busy professionals. We specialize in tax-aware investment strategies, personalized Cash Balance/Defined Benefit pension and Profit-Sharing/401(k) plans, life insurance and disability income planning, as well as effective debt management.
Don’t be the cobbler without any shoes! Let us streamline your financial journey.
Through custom deferral plans, we help defer up to 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).
Busy CPAs and other professionals, we’ve got your back. Our wealth management services allow you to focus on what matters most – your clients! Meanwhile, we handle all the details: helping you accomplish trust and estate planning goals, helping to review personal liability needs, advising on life and disability insurance, and every facet of modern wealth management
The CLU® is a professional designation designed to provide extensive knowledge of life insurance uses in risk management, in estate planning, and to address the more complex needs of business owners and professionals.
“If there were no bad people, there would be no good lawyers.”
- Charles Dickens