CollaborativeWEALTH

CollaborativeWEALTH An SEC Registered Investment Advisor with offices across Florida. (Lake Mary, Gainesville, Stuart) CollaborativeWEALTH® is a separate entity from LPL Financial.

Securities offered through LPL Financial - Member FINRA/SIPC, www.finra.org and www.sipc.org. Investment advice and financial planning services offered through CollaborativeWEALTH® (CW) - A SEC Registered Investment Advisor. For a list of states in which we are registered to conduct securities business, visit our website at www.collaborativewealth.com. Third Party posts found on this profile do no

t reflect the views of LPL Financial and have not been reviewed by LPL Financial as to their completeness.

Happy Thanksgiving!Our offices will be closed today and Friday in observance of the holiday.
11/24/2022

Happy Thanksgiving!

Our offices will be closed today and Friday in observance of the holiday.

Although the Sunshine Protection Act was passed through the U.S. Senate, Florida will still have to dial back the clocks...
11/05/2022

Although the Sunshine Protection Act was passed through the U.S. Senate, Florida will still have to dial back the clocks this year for daylight savings.

Daylight savings time will end at 2 a.m. on Sunday, November 6 and Florida residents will have to set their clocks back one hour, and it may actually be for the last time.

This depends on whether the Sunshine Protection Act passes through the house. If it does pass, the bill would move forward by one hour which is currently considered standard time by the federal government, beginning in November 2023.

https://www.fox35orlando.com/news/heres-when-daylight-saving-time-ends-in-florida

Happy Halloween!
10/31/2022

Happy Halloween!

Happy Labor Day!Our offices will be closed today in observance of the holiday.
09/05/2022

Happy Labor Day!

Our offices will be closed today in observance of the holiday.

Happy 4th of July!Our offices will be closed today in observance of the holiday.
07/04/2022

Happy 4th of July!

Our offices will be closed today in observance of the holiday.

Juneteenth (short for "June Nineteenth") marks the day when federal troops arrived in Galveston, TX in 1865 to take cont...
06/19/2022

Juneteenth (short for "June Nineteenth") marks the day when federal troops arrived in Galveston, TX in 1865 to take control of the state and ensure that all enslaved people be freed. The troops’ arrival came a full two and a half years after the signing of the Emancipation Proclamation. Juneteenth honors the end of slavery in the United States and is considered the longest-running African American holiday. On June 17, 2021, it officially became a federal holiday.

In observance of this holiday, our offices will be closed Monday June 20th.

Happy Father's Day!
06/19/2022

Happy Father's Day!

Happy Memorial DayOur offices will be closed in observance of the holiday.
05/31/2022

Happy Memorial Day

Our offices will be closed in observance of the holiday.

Happy Mother's Day!
05/08/2022

Happy Mother's Day!

Happy Easter!! 🐣
04/17/2022

Happy Easter!! 🐣

Happy Good Friday! Our offices will be closed in observance of the holiday.
04/15/2022

Happy Good Friday!

Our offices will be closed in observance of the holiday.

Happy St. Patrick's Day!
03/17/2022

Happy St. Patrick's Day!

Address

972 International Parkway
Lake Mary, FL
32714

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18002609787

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