Collaborative Wealth of Lake Nona

Services Offered

• Wealth preservation
• Cash flow management
• Risk management
• Active portfolio management
• Retirement income strategies
• Estate planning
• Trust services
• Planned giving

About

Collaborative Wealth of Lake Nona is a financial planning firm located in Orlando, Florida. They focus on wealth preservation and offer services related to cash flow management, risk management, active portfolio management, retirement income strategies, and advanced estate planning. The firm specializes in serving the medical community, law enforcement officers, veterans, and municipal employees. Their commitment to co-navigating financial journeys with clients emphasizes achieving financial goals and aspirations.

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