Wealth Strategies With Purpose.

Welcome to Motiv Wealth Collective — a full-service brokerage built for growth, protection, and legacy. Whether you’re rolling over your 401(k), Protecting your family, or building long-term wealth, we guide you with clarity and confidence.

What We Do:

At Motiv Wealth, we go beyond products — we provide strategy. Our expert advisors create holistic plans for:

Tax-Advantaged Cash Accumulation

Use tools like IULs and annuities to grow your money tax-deferred or tax-free. Great for building wealth, accessing funds later in life, or replacing retirement income without giving it all to the IRS.

Income protection and legacy planning
Safe growth with zero market loss
Tax-free retirement income
Family wealth transfer
Financial independence & flexibility

401(k) Rollovers & Retirement Accounts

Fixed Indexed Annuities (FIAs)

Retirement solutions offering market-linked growth with principal protection. FIAs provide guaranteed income, tax deferral, and downside security — perfect for safe accumulation or retirement income planning.

401(k) Rollovers & Retirement Accounts

Move funds from an old employer plan into a secure vehicle that works harder for your retirement. We help you avoid penalties, reduce taxes, and set up a strategy aligned with your goals.

Asset Protection / Equity Protection Coverage

Term Life Insurance

Affordable, temporary coverage for a set number of years (10, 20, 30, etc.). Ideal for income replacement, mortgage protection, or business loan collateral.

Term Life with Return of Premium (ROP)

Offers the same protection as standard term, but refunds 100% of your premiums if you outlive the policy. It’s like life insurance with a built-in savings account.

Permanent Coverage Solutions

Whole Life Insurance

A lifetime policy with guaranteed premiums, death benefit, and cash value growth. Great for building stable wealth, borrowing against future value, and ensuring a lasting legacy.

Final Expense Insurance

Simplified whole life coverage designed to cover funeral costs, medical bills, or lingering debts. Typically requires no medical exam and offers affordable, guaranteed coverage for seniors.

Indexed Universal Life (IUL)

A flexible policy that combines life insurance with stock market-linked cash growth — but without the downside risk. IULs are ideal for tax-free retirement income, business planning, and long-term wealth building.

Built to Serve. Driven by Purpose.

We’re not just advisors — we’re advocates. The Motiv Wealth Collective was founded to serve clients from all walks of life, whether managing a multimillion-dollar portfolio or moving a modest retirement account.
We specialize in delivering financial clarity through relationship-based planning, innovative strategies, and a commitment to long-term security. Schedule your consultation today and embrace the assurance of a worry-free tomorrow.