Richard E. Boretti, CPA, CFP®
319 Littleton Road, Suite 204, Westford, MA. 01886
Collaborative Wealth Advisors, LLC is an independent, fee only financial planning and registered investment advisor firm providing comprehensive financial advisory services to the mass affluent market, including individuals, families and businesses.
From an investment philosophy perspective, the firm invests clients' assets with a long term, asset allocation approach, taking into consideration a client's specific needs and goals, time horizon and tolerance for risk. Collaborative Wealth Advisors, LLC utilizes the services of reputable third party custodians to maintain and custody the assets being invested through the firm on behalf of its clients.