The Wealth Collaborative, located in Westlake Village, CA, is dedicated to helping individuals harness the power of their money to create a meaningful and sustainable life. They promote the creation of lasting wealth and well-being through the alignment of values, desires, and behavior. Their wealth management program is designed to align who you are and what you value with your resources, life goals, desires, and behavior to create greater wealth and well-being. They offer purpose-driven portfolios based on Nobel prize-winning financial science and utilize research and developments in financial science, behavioral finance, neurofinance, and coaching financial planning.
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