As Financial Advisors, our goal is to help clients realize their financial objectives and enable them to live their dreams.
At Collins Capital Management (CCMI), our strength is evaluating your unique financial circumstances and providing solutions to meet your goals. That’s why we take time to get to know you. Starting with an in-depth discovery process at our initial consultation and continuing with regular consultative meetings, we gain insight into your aspirations, requirements and personal investment preferences then strategically apply that knowledge as we partner with you to create a plan of action.
Comprehensive Wealth Management
Understanding your unique goals and requirements allows your investment professional to build a holistic wealth management strategy that combines portfolio management, retirement income planning and asset protection to put you on the path to financial independence. We will help you find answers to questions such as:
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When will I be able to Retire? |
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Will I out live my assets? |
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How am I going to fund my children's or grandchildren's College education? |
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What happens if I become disabled? |
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Would my family be provided for if something were to happen to me? |
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How do I select the right retirement plan for my company? |
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How can I structure gifting to a foundation? |
Our Advisors
We believe that a financial plan must not only address each client’s unique long-term requirements but must also be flexible. You can be confident that with an average of almost 30 years experience working with an array of individuals, corporate, trusts and qualified plan clients, CCMI’s team of Advisors have the necessary experience and knowledge to remain nimble regardless of the circumstances.
The Firm
CCMI is an investment advisory firm registered under the Investment Advisors Act of 1940, Rule 204-3(a). CCMI was founded with traditional principles in mind, that if we conduct our business and always place our client’s interest first and treat them with the utmost integrity that we will have long term relationships with our clients.
Through our providers we have appropriate resources available to meet the needs of even the most sophisticated client in order to be competitive. That’s why we chose Fidelity Institutional Wealth Services® as our service provider. Working with Fidelity Institutional Wealth Services® gives CCMI access to a wide range of products and services that can help us serve the needs of our clients.
Fidelity Institutional Wealth Services® is a leading provider of trading, custody, and brokerage services to Registered Investment Advisors, Trust Institutions, and Third Party Administrators. Because of this relationship our company is able to leverage capital, resources, and expertise of the Fidelity Investments® organization, one of the world’s largest financial services companies, on behalf of our clients.
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Use of this logo does not imply EPA endorsement.
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Disclosures
Fidelity Investments® is an independent company, unaffiliated with Collins Capital Management. Fidelity Investments® is a service provider to Collins Capital Management.
There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments®, nor is such a relationship created or implied by the information herein. Fidelity Investments® has not been involved with the preparation of the content supplied by Collins Capital Management and does not guarantee or assume any responsibility for its content.
Fidelity Investments® and Fidelity Institutional Wealth Services® are registered service marks of FMR LLC.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. 596160.1.0
Securities offered through Triad Advisors Member FINRA/SIPC. Advisory Services offered through Collins Capital Management. Collins Capital Management is not affiliated with Triad Advisors.
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