WealthCollab

WealthCollab was created to help analytically minded business owners and professionals achieve and maintain financial independence.

As a boutique firm, we take a uniquely personal and transparent approach to understanding and advising on your fundamental financial priorities. While making smart investment decisions is critical to success, a focus on other areas of your finances like taxes, budgeting, insurance needs, retirement contributions, savings targets and business/real estate interests can be just as important.

For this reason, our focus is to provide a comprehensive framework for aligning 
ALL your financial decisions with your objectives.

Unlike traditional firms, WealthCollab charges on a flat fee or hourly basis rather than a percentage of assets or commission schedule. In most cases, this better aligns our interests and saves clients money. We are fiercely independent of any financial product sales. No commissions or kick backs. 

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Advisors at this Office

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This Office

1400 112th Ave SE Ste 100 Bellevue, WA 98004-6901 Phone: (206) 456-6171

Primary Office

1400 112th Ave SE Ste 100 Bellevue, WA 98004-6901 Phone: (206) 456-6171