The Wealth Transition Collective Information
Contact top employees from
The Wealth Transition Collective
Summary
We build long term relationships based on integrity, mutual respect, and trust that will result in a return on life.
Education is the bedrock of our planning process. We believe that educ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Wealth Management, Business Planning, Retirement Planning, Estate Planning, Social Security, Accumulation, Taxation, Widow/Widower, Medicare
Founded
2018
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at The Wealth Transition Collective shows a diverse range of experience levels:
17% have been with the company for less than 1 year33% for 1–2 years33% for 3–4 years17% for 5–7 yearsContact top employees from
The Wealth Transition Collective
JENNIFER COOKE
Retirement Plan Advisor
Joseph Bach
Financial Advisor
Greg Sheehan
Accredited Investment Fiduciary
Meredith Dulak
Client Services Associate
