Richard E. Boretti, CPA, CFP(R) is a Certified Public Accountant practice located in Westford, Massachusetts, specializing in income tax, accounting and business consulting services. We provide high quality, personalized service to businesses, individuals, families and fiduciaries. The firm's philosophy is to truly understand and appreciate the financial objectives of each of our clients and maintain a long term, professional relationship built on trust, integrity and value.
Services
Collaborative Wealth Advisors, LLC is an independent, fee only financial planning and registered investment advisor firm providing comprehensive financial advisory services to the mass affluent market, including individuals, families and businesses.
From an investment philosophy perspective, the firm invests clients' assets with a long term, asset allocation approach, taking into consideration a client's specific needs and goals, time horizon and tolerance for risk.
Collaborative Wealth Advisors, LLC utilizes the services of reputable third party custodians to maintain and custody the assets being invested through the firm on behalf of its clients.
From an investment philosophy perspective, the firm invests clients' assets with a long term, asset allocation approach, taking into consideration a client's specific needs and goals, time horizon and tolerance for risk.
Collaborative Wealth Advisors, LLC utilizes the services of reputable third party custodians to maintain and custody the assets being invested through the firm on behalf of its clients.
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