Who we are
The Motiv Wealth Collective is more than just a brokerage — we’re a movement built around clarity, customization, and confidence.
We believe that financial strategies should be as unique as the people they serve. Whether you're rolling over a 401(k), setting up a trust, or securing a legacy for your children, our team is here to guide you with tailored solutions and transparent advice.
Our collective brings together licensed professionals with deep expertise in:
Life Insurance Planning — from basic term to advanced IUL designs
Retirement Strategy — with secure, growth-focused annuities
Wealth Transfer & Legacy — ensuring your values live on
Cash Accumulation & Tax Strategies — so your money works smarter
We serve everyone from growing families to seasoned business owners, with one goal:
to help you build, protect, and pass on your wealth — with purpose.
Welcome to the Collective.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!