Collaborative Wealth Managment Inc.
Collaborative Wealth Management, Inc. is a financial planning and integrated wealth management firm headquartered in Lake Mary, Florida. Founded in 2005, the firm is an SEC-registered investment adviser with a team of professionals who provide investment management, financial planning, and consulting to individuals, families, and businesses. Their services include comprehensive financial planning, investment advice, impartial asset management, employee benefit planning, and estate planning. As a fee-based firm with no proprietary investment products, they focus on delivering tailored advice with a fiduciary commitment to clients' long-term goals and financial well-being.
Investment Strategy
Collaborative Wealth Management provides investment management services centered on asset allocation, portfolio design, and ongoing monitoring based on each client's stated objectives, risk profile, and financial status. The firm offers recommendations tailored to individual circumstances, prioritizing comprehensive financial planning, independent and impartial investment advice, and collaboration with third-party managers where appropriate. Their approach emphasizes long-term client relationships, holistic wealth planning (including retirement, estate, and insurance strategies), coordinated tax and legal planning, and continuous portfolio oversight free from conflicts associated with proprietary products.
Top Holdings
Equity Positions (179)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 4.66% | $10.7M | 112,016 | $59.82 | $95.32 | +$2.5M |
S SPYV | SPDR SERIES TRUST | 4.41% | $10.1M | 193,124 | $40.18 | $52.34 | +$449.2K |
S SPMD | SPDR SERIES TRUST | 4.06% | $9.3M | 171,330 | $43.49 | $54.38 | +$623.7K |
H HYMB | SPDR SERIES TRUST | 3.55% | $8.1M | 328,754 | $25.26 | $24.78 | -$63.0K |
Q QQQM | INVESCO EXCH TRADED FD TR II | 3.36% | $7.7M | 33,877 | $133.94 | $227.10 | +$1.4M |