CollaborativeWEALTH® Gainesville

Gainesville LOCATION

4915 NW 43rd Street Gainesville, FL 32606

Local Phone: (352) 375-7977

Toll Free: (888) 841-6209

4915 Northwest 43rd Street, Gainesville, FL 32606, USA, 29.7002656, -82.38853589999997

OUR Gainesville LOCATION

We are in the business of helping people plan the Great Life Adventure® of financial independence, helping them identify their goals and dreams, how to pursue them, and then helping them manage their next Great Life Adventure.

CollaborativeWEALTH® Gainesville provides a high level of personal service to professionals and high net worth individuals. We do this in three ways:

  1. By providing a holistic and evolutionary strategic planning platform. We do this by implementing our Integrated Wealth Management Process™.
  2. By implementing the recommendations that help our clients work towards their goals and objectives.
  3. By being proactive and responding to the changing environment and the changing needs of our clients.

OUR Gainesville TEAM

Jeff Davis, CFP®, AIF®

Managing Partner, Wealth Advisor

H. Dudley Wade, CFP®

Wealth Advisor

Larry Resczenski

Wealth Advisor

John Davis

Wealth Advisor

Tryssa Paccuilli

Wealth Advisor

Alexa Greer

Client Service Associate

Rachel Kuehn

Client Service Associate

Rachelle Schoster

Marketing and Events

CONTACT US







Talk to a representative today about our services that we offer and perform. Contact Us