A Curated, Family-Office Approach
to Financial Planning
A Curated,
Family-Office Approach to Financial Planning
Integrated planning and personalized guidance tailored to help you move forward with clarity and confidence.
OUR CORE SERVICES
Integrated planning and personalized guidance tailored
to help you move forward
with clarity and confidence.
Every client receives a customized financial plan and investment strategy aligned to their unique circumstances.
No client is the same and their financial strategy shouldn’t be either.
We have extensive experience supporting families with children and adults who have physical or intellectual disabilities.
This work requires coordination, advocacy, and flexibility, which is why independence matters.
We partner with individual, family, attorney, and corporate trustees to provide planning, investment guidance, and administrative support.
Our goal is simple: to make the trustee’s role clearer, more supported, and more effective.
WHO WE SERVE
We help families who want more than standardized planning. Every household is unique, with its own mix of goals, responsibilities, and aspirations.
We coordinate the right professionals and solutions to meet those needs, providing support that spans generations with clarity, continuity, and care for parents, children, and future heirs.
Serving clients with individuality
at the center of every strategy.
WHO WE ARE
Our Story
Collaborative Wealth Advisory was founded with a clear objective: we wanted to build a practice that puts families first, free from the constraints of traditional institutions.
Our model brings together the insight of financial professionals, attorneys, CPAs, and specialized agencies to provide clients with comprehensive, coordinated advice.
Independence allows us to operate with greater transparency, flexibility, and alignment with our clients’ interests. By removing barriers between disciplines, we deliver a level of collaboration and personalization that reflects our core values and serves each client without compromise.
Our Philosophy & Approach
We believe families deserve a planning experience that feels coordinated, personal, and built for the long term. Our family‑office style approach places your family’s needs at the center and surrounds you with a carefully curated team of professionals all working in sync.
We act as your central point of coordination, ensuring alignment across all areas of expertise so every decision supports clarity today and continuity for the future. The result is a plan that evolves with your family and gives you confidence that nothing important is left to chance.
Our Team
Led by Branden Sacks and Erik Kalfus—both CERTIFIED FINANCIAL PLANNER® professionals and Chartered Special Needs Consultants®—our team brings decades of combined experience to wealth management and special needs planning. We unite technical expertise with genuine care to provide comprehensive guidance for every family we serve.
Your next step
starts here.
Every relationship begins with a conversation. From there, we learn about your family, your goals, and the story that makes your situation unique. Together, we explore how our curated, family‑office approach can help you move forward with clarity and confidence.