Collective Wealth Partners

Collective Wealth Partners Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Collective Wealth Partners, Financial service, 1100 Peachtree Street NE. , Suite 250, Atlanta, GA.

A wealth management firm dedicated to supporting the creation of wealth for underserved communities through comprehensive advisory services and holistic financial planning.

🏦 Commemorating Black History Month: The Legacy of Black Wall Street & Black Wealth 🏦Black History Month is a time to ho...
02/06/2025

🏦 Commemorating Black History Month: The Legacy of Black Wall Street & Black Wealth 🏦

Black History Month is a time to honor the resilience, achievements, and contributions of Black communities—including the legacy of Black Wall Street and Black financial institutions.

Black Wall Street in Tulsa and Black-owned banks across the U.S. once fueled Black economic power. But after desegregation, wealth drained from our communities, weakening these institutions.

On April 3, 1968, Dr. King urged us to invest in Black banks to build financial strength. Today, only 25 Black-owned banks remain—down from over 100. This , we reflect on our history and commit to rebuilding Black wealth. Economic empowerment is key to our future.

💰 Millennials & ‘Phantom Wealth’—The Reality Behind Rising Net Worth 💰Millennials have seen their wealth quadruple in ju...
01/30/2025

💰 Millennials & ‘Phantom Wealth’—The Reality Behind Rising Net Worth 💰

Millennials have seen their wealth quadruple in just three years, largely due to rising home values and a strong job market. 📈🏡 But despite a collective net worth of $15.95 trillion, many don’t feel wealthy.

Why? Much of this wealth is illiquid—tied up in homes and retirement accounts, not accessible for day-to-day expenses. 💸

With inflation, student loans, and high living costs, many Millennials fall into the HENRY category—High Earners, Not Rich Yet. 🔄

📊 Lesson: True financial security isn’t just about net worth—it’s about managing cash flow wisely.

Do you feel wealthier than you did five years ago? Drop your thoughts below! ⬇️

World Financial Planning Day is observed annually on October 4. It aims to raise awareness about the importance of finan...
10/04/2024

World Financial Planning Day is observed annually on October 4. It aims to raise awareness about the importance of financial planning and to educate individuals on how to manage their finances effectively. Various organizations and financial planners offer resources, workshops, and events to help people understand budgeting, saving, investing, and retirement planning. It’s an opportunity to encourage discussions about financial literacy and the benefits of having a well-structured financial plan. Are you ready to create a plan????

💡 Gen Z, don’t sleep on your financial future! 🚀 With a Roth IRA, you could be sitting on a retirement gold minewithout ...
09/20/2024

💡 Gen Z, don’t sleep on your financial future! 🚀 With a Roth IRA, you could be sitting on a retirement gold minewithout even realizing it. Even with limited income, starting early means BIG benefits down the road – tax-free growth, penalty-free withdrawals of contributions, and all the power of compound interest. 💸

Start investing today, and watch your “golden egg” turn into tomorrow’s nest egg! 🥚💰

Check out my new feature in on the Biggest Money Mistakes Gen Z is making. Many of us are tired of living in unpreceden...
08/22/2024

Check out my new feature in on the Biggest Money Mistakes Gen Z is making. Many of us are tired of living in unprecedented times but it should not stop you from investing in a diversified portfolio. # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # #

🎉 August is Black Business Month! 🌟We're celebrating the incredible achievements of Black business owners who are shapin...
08/19/2024

🎉 August is Black Business Month! 🌟

We're celebrating the incredible achievements of Black business owners who are shaping our communities and driving innovation.

According to a new study by LendingTree, Atlanta once again leads the nation with the highest number of Black-owned businesses. 🏆 For the second year in a row, the Peach State is making waves, and we’re excited to shine a spotlight on the entrepreneurs making moves and creating change right here in the ATL. 🖤💼

August is National Black Business Month, an opportunity to support and celebrate Black-owned businesses. According to re...
08/13/2024

August is National Black Business Month, an opportunity to support and celebrate Black-owned businesses. According to recent data, there are approximately 3.12 million Black-owned businesses in the United States. These businesses employ 1.18 million people and generate $133.7 billion in total sales, highlighting their significant contribution to the economy.

Just had an incredible meeting with members of the CFP Board! Feeling motivated and empowered after discussing the futur...
06/22/2024

Just had an incredible meeting with members of the CFP Board!

Feeling motivated and empowered after discussing the future of financial planning and the importance of diversity in our field. Here’s to breaking barriers and making a positive impact! 💡

✨ Honored to have been invited to the White House to speak about financial planning for the "White House Older Americans...
05/29/2024

✨ Honored to have been invited to the White House to speak about financial planning for the "White House Older Americans Month Convening"! 🎉🇺🇸 I had the incredible opportunity to speak about retirement and security for older Americans. 🏦🔒

Joining me on this important panel were the amazing Steve Benjamin (), Mark Miller, Gabby DaSilva, and Joe Pfeiffer. Our insightful commentator was Tom Perez (), Senior Advisor and Assistant to the President.

It was truly an honor to discuss such a vital topic with such valued colleagues. Thank you to everyone who made this event possible!🙏🏾❤️

✨ Honored to have been invited to the White House to speak about financial planning for the “White House Older Americans...
05/29/2024

✨ Honored to have been invited to the White House to speak about financial planning for the “White House Older Americans Month Convening”! 🎉🇺🇸 I had the incredible opportunity to speak about retirement and security for older Americans. 🏦🔒

Joining me on this important panel were the amazing Steve Benjamin (), Mark Miller, Gabby DaSilva, and Joe Pfeiffer. Also had the support of Tom Perez (), Senior Advisor and Assistant to the President for the event.

It was truly an honor to discuss such a vital topic with such valued colleagues. Thank you to everyone who made this event possible!🙏🏾❤️

Honored to have spoken at Dalton State College by invitation from the SEC, along some incredible voices in finance and r...
05/10/2024

Honored to have spoken at Dalton State College by invitation from the SEC, along some incredible voices in finance and regulation! 🌟

Met with SEC Commissioner Hester Pierce, Ted Daniels - the first black CFP Board Director, and Nekia Jones from SEC. 💼

We delved into the future of finance, diversity, and access to financial planning for all.


Grateful for the opportunity to share insights and learn from these powerhouse leaders!

🚨 Don’t Miss Out on These Big Money Blind Spots! 🚨 Ever feel like managing your finances is like juggling a dozen tasks ...
04/05/2024

🚨 Don’t Miss Out on These Big Money Blind Spots! 🚨

Ever feel like managing your finances is like juggling a dozen tasks at once? You’re not alone! 💸

But fear not, I’ve got you covered with some crucial tips from myself and other CFP professionals who have these conversations all the time.

CNBC just published an article “Financial Literacy blind spots.” Read the article linked in my bio to see if you have oneof these 5 blind spots.

What are some blind spots you have faced when it comes to managing your money?

It’s easy to get lost in the whirlwind of financial tasks, but don’t overlook these key areas! Stay informed and empowered on your financial journey. 💪

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1100 Peachtree Street NE. , Suite 250
Atlanta, GA
30309

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