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Daily Archives: May 23, 2023

brenna baucum, collective wealth planning, salem, oregon, financial planner, cfp professional, fee-only

Collective Wealth Planning Feature in CanvasRebel

Blogs, Financial Planning, NewsBy Brenna BaucumMay 23, 2023

I was honored to be featured in CanvasRebel Magazine, featuring artists, creatives, and entrepreneurs under the “Doing Things Your Way” category. In it, I share the defining ‘why’ moments that drove me to pursue a life-planning approach and Collective Wealth Planning, along with some brass tacks around the ‘how’ behind getting started and continuing to…

Collective Wealth Planning

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Collective Wealth Planning, LLC is a licensed investment adviser in Oregon. The firm may only transact business in other states if first licensed or excluded from licensing requirements. Transacting securities or rendering investment advice for compensation will not be made prior to compliance with licensing requirements or a valid exclusion from licensing. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. All written content on this site is for information purposes only. Opinions expressed herein are solely those of CWP, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
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