Collective Family Office
235 St. Charles Way
York, PA 17402
A caring team providing comprehensive wealth management for successful families.
"The whole is greater than the sum of its parts" - Aristotle
A Collective Approach
Every family's goals are unique. Thoughtful planning is often the key to success. We listen and collaborate with your legal and tax professionals in tailoring strategies to efficiently work toward your family's current and legacy goals. Working together, we apply effective tax, trust and estate planning techniques to optimize outcomes.
Core Principles of Comprehensive Wealth Management
We are committed to Central Pennsylvania, both personally and professionally.
We are intimately aware that many Central Pennsylvania families credit their financial fortunes to this region and therefore they are committed to giving back locally. Serving our clients well will ultimately make our community the beneficiary for generations to come.