WealthCollab
As a boutique firm, we take a uniquely personal and transparent approach to understanding and advising on your fundamental financial priorities. While making smart investment decisions is critical to success, a focus on other areas of your finances like taxes, budgeting, insurance needs, retirement contributions, savings targets and business/real estate interests can be just as important.
For this reason, our focus is to provide a comprehensive framework for aligning ALL your financial decisions with your objectives.
Unlike traditional firms, WealthCollab charges on a flat fee rather than a percentage of assets or commission schedule. In most cases, this better aligns our interests and saves clients money. We are fiercely independent of any financial product sales. No commissions or kick backs.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.