The average advisor has 150+ clients making it difficult to deliver personal service. Your financial planner should be responsive and focused on building a strong relationship on your terms. As a client first, boutique firm, we deliver on that promise.
Bring order to your financial life.
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.
Evidence Based Investing
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.
Investing is fraught with costs and fees that are difficult to quantify. As an independent firm, we help you navigate this landscape and find cost effective solutions.
In many cases, your financial advisor is your single biggest household expense (1% adds up).
Recognizing this, we are a fixed fee advisor. Our per client pricing can yield significant fee savings overtime.
“Vision without action is a daydream. Action without vision is a nightmare.” – Japanese Proverb
Unfortunately, the best laid plans fall short due to lack of follow through.
We believe that our job goes beyond simply providing a recommendation. We work hard to be proactive and actively work with you to get the intended result.
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I founded WealthCollab to bring an authentic, transparent and straightforward approach to wealth management for individuals and families. Over the past 10 years, I have seen the benefits of a collaborative planning and investment process.
While it is very important that your investment strategy align with your overall objectives, many of the biggest financial decisions are beyond the scope of simply managing your portfolio. WealthCollab works with you to make ALL your financial decisions based on a structured and results driven framework.
Learn more about Daniel Frankel.
Modern Wealth Management for a reasonable fixed fee.
We feel that part of our job is to educate and guide you to better understand what is involved in each financial decision. Expect a refreshingly candid, reasonable and accessible approach.
We believe it is important to be your go to financial guru. We are always on call to answer any financial question that comes up. Have a question about buying a car or financing a major purchase? No problem, we are here to help.
You should never simply trust in a magic black box. We believe in passive investing, being tax sensitive and cost conscious (including our costs); all strategies that are supported by analysis that both we and our clients understand.
Due to our fixed fee structure, we get paid the same no matter what we advise. This frees us to focus on what is best for our clients.
We are completely independent of any other financial institution. As fiduciaries, there will be no hidden commissions, kickbacks or financial product sales.
We are big fans of technology that helps us serve clients better and faster. We can meet with you via web conference and provide an online portal to keep track of your financial plan and investments.