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We believe managing wealth takes more than a strategy, it takes a collaborative effort.
Collaborative Wealth Advisory has the freedom and flexibility to provide the advice
clients need and the support they want.
About Collaborative
Wealth Advisory
Collaborative Wealth Advisory has the freedom and flexibility to provide the advice clients need and the support they want.
We believe managing wealth takes more than a strategy, it takes a collaborative effort.
Wealth Management is evolving, and we believe the role of the Advisor should evolve as well. That means more involvement, more input, and more collaboration between the professionals and agencies clients need to accomplish their goals successfully.
Our Services
Collaborative Wealth Advisory delivers personalized financial planning and investment strategies, along with specialized expertise in supporting families with members who have physical or intellectual disabilities.
Our services extend to working closely with trustees, both individual and corporate, to manage trusts, coordinate resources, and ensure beneficiaries’ needs are met through a collaborative, flexible approach.
Our
Approach
We offer customized wealth management solutions designed to meet the needs of our clients. Our services include investment advisory, estate planning, family office support, and special needs planning, all delivered with care and discretion. Every strategy is tailored to align with your goals, values, and long-term vision.
Our Team
Branden Sacks
Rebecca Stokes
Erik Kalfus
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