Stuart, FL 1805 S Kanner Hwy Office

Collaborative Wealth provides financial planning and portfolio management to individuals (including high‑net‑worth and multi‑generational households) as well as institutional clients such as pension plans, foundations, and business entities. Its services range from limited and comprehensive planning to discretionary and non‑discretionary investment management, referrals to third‑party asset managers, and operation of a private real estate fund.

The firm’s investment process uses both fundamental and technical analysis to build long‑term asset allocation strategies implemented with mutual funds, ETFs, equities and fixed‑income, with periodic rebalancing and customized planning based on clients’ tax and risk profiles. For its private real estate business, Collaborative Wealth combines a data‑driven, AI‑assisted underwriting workflow with human oversight (UnderwriteAI), provides quarterly treasury and performance reporting, issues annual PCAOB‑audited financials, and employs blockchain‑anchored reporting for additional transparency.

Compared with many peers, the firm’s dual role as Sponsor/General Partner and Fund Advisor to a private multifamily/mixed‑use real estate fund—along with affiliated economic interests in the fund—is a distinctive feature; the brochure discloses related conflicts and mitigation steps such as formal offering documents, qualified custodial controls, and independent audits. The adviser also has dually registered associated persons who offer brokerage and insurance products through LPL Financial and receive transition assistance and other third‑party compensation, arrangements the firm discloses and monitors as potential conflicts.