The Wealth Collaborative |
Personal Investment Strategy


About The Wealth Collaborative

The Wealth Collaborative is a boutique advisory firm that creates personalized strategies to grow, invest, and protect wealth for high-earning female entrepreneurs. Founded by Hannah Wardenburg, CFP®, and Ali Markulis, AAMS®, CAP®, TWC helps clients go beyond simply earning—turning business success into long-term personal wealth.

With a holistic, hands-on approach, Hannah and Ali integrate business and personal finances into one cohesive investment strategy. They specialize in helping entrepreneurs translate profits into smart, sustainable investments—ensuring their money supports not only their business goals, but also their lifestyle, family, and future.

From investment planning to tax collaboration, TWC manages every detail with deep expertise and care—so clients can protect their time, preserve their lifestyle, and build lasting legacy wealth.