Branden Sacks

Branden is the Founder and Managing Partner of CollaborativeWealth Advisory (“CWA”), a firm built on the principle that meaningful financial guidance thrives in a collaborative environment.

After 15 years at Merrill Lynch, Branden set out to create anew kind of independent advisory practice; one where clients benefit from thecombined insight of financial professionals, attorneys, CPAs, and agencies workingin concert. His vision was simple yet powerful: to deliver more holistic,coordinated, and personalized guidance by breaking down the barriers betweendisciplines and putting collaboration at the heart of every clientrelationship.

In addition to providing traditional financial advice andguidance, Branden leads the team’s efforts in special needs planning—a deeply personal and specialized area of his practice. As a Chartered Special NeedsConsultant® (ChSNC®), he works closely with families to help coordinate theappropriate supports and services for their loved ones, integrating theseconsiderations into broader estate and retirement planning goals. His approachincludes guidance around care coordination, benefits planning, funding strategies,corporate trustee selection, employment opportunities, and independent livingarrangements. Branden’s commitment to this work reflects his belief thatfinancial planning should be inclusive, compassionate, and tailored to theunique needs of every family.

Branden holds the Certified Financial Planner™ (CFP®), Chartered RetirementPlanning Counselor™ (CRPC®), and Chartered Special Needs Consultant® (ChSNC®)designations, underscoring his broad expertise in comprehensive planning,retirement strategies, and specialized support for families with disabilities.

After graduating from The Hill School, Branden earned dualbachelor’s degrees in International Business and Spanish from Virginia Tech. Heis actively involved with several charities and nonprofit organizations dedicated to supporting children and adults with disabilities—a cause thataligns closely with both his professional focus and personal values. Outside ofwork, Branden enjoys fly fishing, golfing, and cooking. He and his wife, Amy, reside in Malvern, Pennsylvania,where they raise their four children—Marilyn, Andrew, and twin daughters Elizabeth and Evely- alongside their two beloved dogs: Teddy the Cavapoo and Bear the Cockapoo.

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