Helping create the biggest impact and legacy with your money
At Collaborative Wealth Strategies we strive to provide an excellent client experience. CWS was started in 2011 on the premise that, like any great team, a financial team needs to work together to be successful. Providing an atmosphere that encourages collaboration between advisors, accountants, and attorneys has helped our clients put together well rounded financial plans encompassing all of their financial lives.
We are proud to work through an independent broker/dealer and registered investment advisor to be able to provide recommendations to address your unique situation.
Take a look around. Get to know us a little bit then give us a call to schedule a complimentary initial consultation. We'd love to meet you and see if we would be a good fit for your financial team!
Newsletters
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Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
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FAFSA for 2025-2026 School Year Opens December 1
Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.