CollaborativeWEALTH® (operating through Collaborative Wealth Management, Inc., an SEC-registered Investment Adviser, CRD #142106, SEC File #801-80100, with brokerage services through LPL Financial LLC, CRD #6413) maintains a dedicated Gainesville branch office at 4915 NW 43rd Street in Northwest Gainesville (32606). Led locally by veteran Gainesville Wealth Advisor Larry Resczenski (CRD #2236292)—who brings more than three decades of specialized experience advising University of Florida (UF) faculty and UF Health Shands employees—alongside CERTIFIED FINANCIAL PLANNER™ professional Shawn Matthew Smith, CFP® (CRD #6183746) and Wealth Advisor Emeritus H. Dudley Wade, the practice delivers fiduciary retirement income engineering, State University System Optional Retirement Program (ORP) and FRS DROP rollover management, and estate and tax coordination across Alachua County.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Collaborative Wealth Management, Inc. (CRD #142106); SEC IAPD Individual Profile — Larry Resczenski (CRD #2236292); FINRA BrokerCheck / IAPD Profile — Shawn Matthew Smith, CFP® (CRD #6183746); CollaborativeWEALTH Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-80100; independent SEC-registered Investment Adviser with its Gainesville office at 4915 NW 43rd Street, Gainesville, FL 32606.
Issuer: CFP Board / SEC / FINRA
Notes: Led in Gainesville by Wealth Advisor Larry Resczenski (CRD #2236292) and Wealth Advisor Shawn Matthew Smith, CFP® (CRD #6183746).
Factual details and direct answers about CollaborativeWEALTH (Collaborative Wealth Management, Inc.) — Gainesville Office's services, licensing, and credentials.
Does CollaborativeWEALTH's Gainesville office specialize in University of Florida (UF) and UF Health Shands retirement plans?
Yes. Gainesville Wealth Advisor Larry Resczenski (CRD #2236292) and Shawn M. Smith, CFP® (CRD #6183746) at 4915 NW 43rd Street have decades of direct experience helping retiring UF professors, researchers, administrators, and UF Health Shands clinical staff consolidate and manage State University System Optional Retirement Program (ORP), UF 403(b)/457(b), and FRS DROP accounts.
How is CollaborativeWEALTH regulated as a fiduciary advisor in Gainesville?
Advisory and financial planning services are delivered through Collaborative Wealth Management, Inc. (CRD #142106, SEC File #801-80100), an SEC-registered Investment Adviser bound by a legal fiduciary duty to act in clients' best financial interest.
Can CollaborativeWEALTH coordinate retirement withdrawals with CCRC entrance fees and Alachua County property taxes?
Yes. The Gainesville team models tax-efficient liquidity for Oak Hammock at the University of Florida and The Village at Gainesville entrance fees, sequences SECURE 2.0 Act RMDs to avoid Medicare IRMAA cliff surcharges, and reminds relocating homeowners to file for the $50,000 Homestead Exemption and 3% Save Our Homes portability with the Alachua County Property Appraiser (515 N Main St, Ste 200, Gainesville).
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.