The Wealth Collaborative

The Wealth Collaborative, located in Westlake Village, California, is a finance institution dedicated to helping individuals create lasting wealth and well-being by aligning their values, desires, and behavior. Unlike traditional financial advisors, The Wealth Collaborative focuses on the complex relationship between money and happiness, emphasizing the importance of aligning financial goals with personal values and aspirations.

Through their unique alignment model, The Wealth Collaborative helps clients discover their core values and desires, design a plan to achieve their financial goals, and select a portfolio that matches their risk tolerance and investment temperament. By focusing on structural factors that drive portfolio performance, rather than stock selection or market timing, The Wealth Collaborative aims to maximize returns and help clients achieve financial success while maintaining peace of mind.

With a multi-phase process that includes regular check-ins and plan adjustments, The Wealth Collaborative ensures that clients remain aligned with their goals and aspirations as their lives evolve. By providing personalized guidance and support, The Wealth Collaborative helps clients create a meaningful, sustainable life and achieve true wealth and well-being.