Business Details
Your Trusted Partner for Financial Planning & Investment Solutions
WealthCollab was founded to bring an authentic, transparent, and straightforward approach to wealth management for individuals and families. With over a decade of experience in wealth management, our team specializes in collaborative planning and investment processes that align financial strategies with long-term objectives. We prioritize evidence-based investing, cost control, and disciplined execution to simplify complex financial decisions. Our fixed-fee model ensures independence from financial institutions, eliminating conflicts of interest while delivering personalized service tailored to each client's unique needs.We focus on building lasting relationships through proactive guidance, modern technology integration, and a commitment to fiduciary responsibility. Our expertise spans cash flow management, tax planning, estate strategies, and investment portfolio optimization, supported by 24/7 access to comprehensive financial tools and reporting systems.
Services
Financial Planning
Investment Management
Estate Planning
Tax Planning
Family Office Services
Highlights and features
- We operate with a fixed-fee structure eliminating conflicts of interest
- Our evidence-based investment approach prioritizes tax sensitivity and cost efficiency
- We provide 24/7 access to comprehensive financial planning tools and reporting systems
- Our client-first model maintains boutique-level personal service with institutional expertise
- We act as fiduciaries with complete independence from financial institutions
Associations and certifications
- SEC registered investment adviser
- Certified Financial Planner
- CFA charterholder
Services
Financial Planning
Our financial planning service develops personalized frameworks for managing all aspects of wealth. We analyze cash flows, budgets, investments, and tax strategies to create comprehensive roadmaps for achieving financial objectives. The service includes ongoing monitoring and adjustments to ensure alignment with evolving life circumstances and market conditions.
Investment Management
We implement evidence-based investment strategies focused on passive investing and tax efficiency. Our approach emphasizes cost-conscious portfolio construction while maintaining alignment with individual risk tolerance and financial goals. The service includes continuous portfolio monitoring, rebalancing, and performance reporting through secure online platforms.
Estate Planning
Our estate planning service coordinates with legal professionals to create comprehensive wealth transfer strategies. We help clients navigate complex considerations including trust structures, beneficiary designations, and tax implications. The service ensures smooth intergenerational wealth transfer while minimizing potential conflicts and regulatory challenges.
People
Daniel Frankel
Founding Principal
Certified Financial Planner and CFA charterholder with 15+ years of wealth management experience. Developed collaborative financial frameworks for individuals and families. Graduated from Denison University with Math and Economics degree and holds MBA from University of Washington Foster School of Business.
Questions
What services does WealthCollab offer?
We provide comprehensive financial planning, investment management, estate planning, tax strategy, and family office services. Our fixed-fee model covers all aspects of wealth management with 24/7 access to reporting tools.
How is WealthCollab compensated?
We operate on a transparent fixed-fee structure rather than asset-based percentages or commissions. This approach aligns our interests with clients while eliminating conflicts of interest.
What technology platforms do you use?
We utilize secure online portals for financial planning and investment reporting. Our systems provide 24/7 access to portfolio performance data, financial plans, and collaborative tools for ongoing client-advisor communication.
Are you a fiduciary?
Yes, we act as fiduciaries with complete independence from financial institutions. Our SEC registration requires us to prioritize client interests above all other considerations in investment decisions.
Reviews (1)
Dez Ellis
Oct 18, 2018
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Daniel has been amazing to work with! He's extremely knowledgeable, friendly and professional. Daniel is a true fiduciary that has provided us with valuable, unbiased and holistic financial advice. Daniel is also great at providing education, adapting the pace of service, and truly collaborating on strategy and implementation. We are so thankful to be working with Daniel and will be highly recommending him to our family and friends!
