Private Wealth Collective on Money Rehab with Nicole Lapin
Mauricio Umansky on “Rentvesting” a Bullish Real Estate Market and Where to Buy
Transcript
Today I get a lot of DMs with financial questions. Questions from people at all different points in their financial journey. People ask me, can I afford a house? How do I retire with a few million bucks? How can I invest in private companies before they IPO? I wanted to not just answer these questions, but take it a step further. I wanted to create a fiduciary wealth management firm to answer your questions and help you execute. So I did. I just launched a boutique fiduciary wealth management firm, Private Wealth Collective, that offers two powerful pathways: financial planning to build your financial foundation with education and accountability, and full wealth management with personalized, transparent investment guidance. I created it to fix what I believe is broken in traditional wealth management: high minimums, hidden fees, and gatekeeping, bringing the same caliber of advice historically reserved for the ultra-wealthy, but without attitude or barriers, so everyday high achievers can finally gain clear, actionable control over their money.
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Private Wealth Collective landing page captured for its sponsorship on Money Rehab with Nicole Lapin.

