
As Financial Advisors, our goal is to help clients realize their financial objectives and enable them to live their dreams.
It takes time to understand what each client's needs and goals are so that we make the appropriate investment choices, for today and for tomorrow. Collins Capital Management, Inc. is an investment advisory boutique that offers wealth management services to tax managed, tax exempt, and business clientele. Collins Capital Management is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940, Rule 204-3(a). The firm has contracted with Invest Financial Corporation to provide brokerage services. NFS, LLC, an affiliate of Fidelity, is the custodian.
Planning
Financial Planning is a lifelong process, designed to address your needs as you make your way through Life. We will help you structure a financial plan that is flexible and one that considers changes that can occur in your life. This creates a Roadmap for you to determine:
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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? |
Our mission is to empower you to take the necessary steps today and protect the assets you have spent a lifetime building. Our goal is to fully support and service the needs of our clientele. You are with professionals that have represented the City of Jacksonville and the Southeast for over 25 years.
- Sheila Collins, President

Disclosures
INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer is not affiliated with Collins Capital Management, Inc. Securities and certain insurance products are offered through INVEST and affiliated insurance agencies. Advisory Services are offered through Collins Capital Management, Inc.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities, or (b) rendering personalized investment advice for compensation.
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