Your success is our success.

Transcend Wealth Collective was created with one guiding principle in mind: wealth management clients deserve better.

A collective is a group of people who are united to collaborate in the pursuit of a common objective. At Transcend Wealth Collective, the clients we serve are members of our community where access, opportunities, and learnings are shared.

We are here to transcend expectations.
We are here to raise the bar. We are here for you.

Learn how our collective approach to wealth management is different.

Client first.

Our culture and model were created to place our clients ahead of the firm. Always.

Transparency.

Our clients have full understanding of their investment strategies and the associated costs.

Independence.

Our independence enables us to deliver an open-architecture solution not limited by inherent conflicts and proprietary constraints.

Aligned Interests.

Every person who works at Transcend Wealth Collective is also a client. Our wealth is managed alongside yours.

Cutting-edge
Technology.

A secure cloud-based platform and customized client portal, leveraging innovative partners, that provide us the tools to advise you.

Private Investment Opportunities.

Our network affords clients access to an unparalleled breadth and depth of alternative investment opportunities, which we evaluate and invest in together.

Bank and Lending.

Our strategic partnerships with lending institutions provide our clients with access to best-in-class services that few independent advisors can offer.

Family Office Services.

 We have created a suite of services specific to the family office structure to better cater to your ever-evolving needs.

We develop meaningful long-term relationships with our clients that transcend to something more.

We partner with our clients to assist them in achieving their family’s financial objectives and aspirations, across generations.