# Private Wealth Collective

> Boutique SEC-registered fiduciary wealth management and financial coaching firm founded by Nicole Lapin. No hidden fees, no high minimums. Based in New York, serving clients nationwide.

## About

Private Wealth Collective is a boutique wealth management firm founded by Nicole Lapin — bestselling financial author, former CNN and CNBC anchor, and licensed Investment Adviser Representative (IAR). The firm is SEC-registered and operates under fiduciary duty, meaning advisors are legally bound to act in clients' best interest. The firm serves clients of all income levels across the United States with transparent, fee-only pricing and no investment minimums for coaching services.

## Founder

Nicole Lapin is a New York Times bestselling author, Accredited Investment Fiduciary (AIF), and licensed Investment Adviser Representative. She began her career at 18 as the youngest anchor on the floor of the Chicago Mercantile Exchange and has since anchored for CNN, CNBC, and Bloomberg. She is also the host of the Money Rehab podcast. Nicole founded Private Wealth Collective to democratize access to fiduciary wealth management.

## Services

### Wealth Coaching
One-on-one financial coaching for individuals and couples at all income levels. Covers budgeting, debt reduction, investing fundamentals, retirement planning, and behavioral finance. Offered through a partnership with Financial Gym. Plans available in 3-month, 6-month, and 12-month commitments. Solo coaching starts at $100/month; couples coaching starts at $150/month. All sessions are virtual.

### Wealth Management
SEC-registered fiduciary wealth management with no investment minimums. Services include AI-enhanced portfolio design, retirement projections, tax optimization, and estate planning. Fee-only model with no commissions or hidden fees. All client assets held at qualified custodians.

## Key Differentiators

- SEC-registered fiduciary: legally required to act in your best interest
- No investment minimums
- No hidden fees or commissions — fee-only model
- AI-enhanced investment analysis with human advisor oversight
- Virtual-first: serves clients across the entire United States
- Education-driven approach: increases financial literacy

## Links

- Homepage: https://privatewealthcollective.com/
- About: https://privatewealthcollective.com/about
- Wealth Coaching: https://privatewealthcollective.com/wealth-coach
- Wealth Management: https://privatewealthcollective.com/wealth-management
- Fiduciary vs Financial Advisor: https://privatewealthcollective.com/fiduciary-vs-financial-advisor
- Financial Calculators: https://privatewealthcollective.com/calculators
- Blog: https://privatewealthcollective.com/blog
- Money Rehab Podcast: https://privatewealthcollective.com/money-rehab
- Newsletter Archive: https://privatewealthcollective.com/newsletter/archive
- Legal Disclosures: https://privatewealthcollective.com/legal
- Full LLM context: https://privatewealthcollective.com/llms-full.txt