WealthCollab helps analytically minded professionals construct and implement a lasting framework for managing their finances. We work with you to develop a framework that enables you to make clear and confident financial decisions. Whether you are confronting questions like when to retire, whether to sell your business or how to help a child with college, we will help you develop the strategy and mindset needed to make lasting decisions.
With the growing list of financial products available, it can be daunting to implement a prudent investment strategy on your own. By applying a structured and results driven process that links your financial objectives to your investment portfolio, we can help you simplify the growing complexity of the investment world.
With the growing list of financial products available, it can be daunting to implement a prudent investment strategy on your own. By applying a structured and results driven process that links your financial objectives to your investment portfolio, we can help you simplify the growing complexity of the investment world.
Services
I am a CERTIFIED FINANCIAL PLANNER with 10 years of experience helping professionals make smart, lasting financial decisions. I am passionate about bringing a transparent, authentic and personal experience to my clients. As Founding Principal of WealthCollab, I collaborate with clients to develop and implement an individualized framework for making prudent decisions in all areas of finance.
Historically, financial advisors charged clients either commissions or asset-based fees. Throughout the 80's and 90's, there was a large movement away from charging commissions and high sales loads. The movement away from a commission structure has been a great win for investors, as it reduced conflicts and better-aligned incentives.
Reviews (1)
Dez Ellis
Oct 18, 2018
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Daniel has been amazing to work with! He's extremely knowledgeable, friendly and professional. Daniel is a true fiduciary that has provided us with valuable, unbiased and holistic financial advice. Daniel is also great at providing education, adapting the pace of service, and truly collaborating on strategy and implementation. We are so thankful to be working with Daniel and will be highly recommending him to our family and friends!
