The Wealth Transition Collective
Financial Services • 
Holyoke, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 1632 Northampton Street, Holyoke, MA 01040, US |
| Phone number | +14135841805 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Medicare, Wealth Management, Retirement Planning, Business Planning, Taxation, Estate Planning, Social Security, Accumulation, Widow/Widower |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at The Wealth Transition Collective
Greg Sheehan
Chief Executive Officer
The Wealth Transition Collective Email Formats
The Wealth Transition Collective uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@twealthtc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@twealthtc.com | 100% |
About The Wealth Transition Collective
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 educated provides the tools that you need to make empowered, smart, and responsible decisions will give you peace of mind and comfort for your present, future, and legacy. Our approach, combined with over 70 years of experience, provides you with a clear objective and the freedom to live the life you want and deserve. Along with education, we believe that a collaborating mindset, transparency, hard work, service excellence, combined with a fiduciary standard of care, will help you achieve financial security and independence. We take pride in creating a tailor made-for-you solution based on your life’s purpose, the dreams you want to realize, and the legacy you want to leave behind. Together we can build a comprehensive financial plan that positions you to enjoy more of the best that life has to offer. We believe that everyone can be wealth creators. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. The Wealth Transition Collective is not affiliated with Kestra IS or Kestra AS.
The Wealth Transition Collective revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
The Wealth Transition Collective has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
The Wealth Transition Collective has never raised funding before.
The Wealth Transition Collective Tech Stack
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FranceFrequently asked questions
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