The Wealth Transition Collective is a financial planning firm based in Holyoke, MA, specializing in creating tailor-made solutions for individuals and businesses. Their services include financial planning, investment management, insurance strategies, legacy planning, and 401K plan management, all aimed at empowering clients to live the life they envision and leave behind a lasting legacy. With a client-focused approach, independent perspective, and commitment to education, they strive to help clients achieve their desired outcomes and make informed financial decisions.
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