Ron Dokus, CFP
President, Collaborative Wealth Advisors
Ronald Dokus is the President of Collaborative Wealth Advisors, LLC servicing the greater Boston area.
For over 30 years. Ron has worked with individuals and small businesses specializing in wealth accumulation strategies centered around tax strategies.
Collaborative Wealth Advisors provides high quality, personalized service to businesses, individuals, families and fiduciaries. The firm’s philosophy is to truly understand and appreciate the financial objectives of each of our clients and maintain a long term, professional relationship built on trust, integrity and value.
Asset Management
The Living Balance Sheet
An Innovative Financial Perspective
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Collaborative Wealth Advisors
319 Littleton Road, Suite 204
Westford, MA 01886
Office
617-797-2100
Email
rdokus@cwagroup.com