A complete list of active advisors currently associated with The Wealth Collaborative

Warmer can help you find a great advisor at The Wealth Collaborative or one who fits your needs even better.

The Wealth Collaborative primarily serves individual clients and small employer plans, delivering discretionary investment management, comprehensive financial planning (both project-based and ongoing Wealth Strategy), and retirement plan consulting, along with educational seminars and speaking engagements. As a two-advisor, fee-only firm it reports about $1.4 million in discretionary assets across a small roster of roughly 13 client relationships. The firm develops individualized investment policies and asset allocation targets based on client goals, risk tolerance, and tax considerations, and typically implements portfolios on a discretionary basis. TWC combines passive portfolio construction with fundamental and cyclical analysis, and it routinely uses Outside Managers and model portfolios (including XYPN Invest models) as part of its implementation options. Distinctive features include the firm’s active provision of public and group educational seminars—a service relatively uncommon among peers—and its status as a recently founded, boutique practice (established December 2023) with a client base concentrated in non-high-net-worth individuals. The Wealth Collaborative also emphasizes tailored engagement formats, offering both one-time project planning and ongoing wealth strategy relationships and accommodating reasonable client-imposed investment restrictions.

To learn more about the advisors currently working at The Wealth Collaborative, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.