Collaborative Wealth Advisors, LLC

Collaborative Wealth Advisors, LLC (CRD# 128431) is a financial advisory firm headquartered in Westford, MA. They manage $70,299,700 in 280 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
319 Littleton Rd, Suite 204, Westford, MA 01886
http://www.cwagroup.com
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $251,070
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Collaborative Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Boretti, financial advisor Westford MA
Richard E. Boretti
CRD#: 3130890
234 Littleton Rd., Suite 1a, Westford, MA 01886

Richard Boretti (CRD# 3130890) is an Investment Advisor Representative working at Collaborative Wealth Advisors, LLC in Westford, MA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals