History
After 30 years in the industry, our President saw the opportunity for a better way of meeting the needs of our clientele. In October of 2002, Collins Capital Management, Inc. was established. The inspiration for the firm was conceived by the desire to create a service oriented firm with sophistication and professional expertise required in today’s environment. We provide comprehensive wealth management services customized to each client’s profile.
Our services are comprised of financial planning, analysis, portfolio management and educational. We liaison with CPA’s , Attorney’s, TPA’s and other professionals regarding tax and estate planning.
The firm currently manages assets for a select group of individuals, business owners, qualified plans and trust accounts.
Philosophy
Our commitment is to provide our clients with a customized solution that will meet their current and future goals. All services are tailored to the individual client and recommendations are developed after an analysis of our clients future goals.
Our commitment is:
 To remain objective in all of our recommendations and to place our client first in all that we do.
Establish a flexible strategy that can change as our client’s lifestyle changes.
Evaluate the success of our recommendations and make changes when necessary.
Educate our clients so that they are knowledgeable of the assets that they hold in their portfolios.
Expertise
Collins Capital Management is comprised of highly trained, experienced wealth management professionals. We have a broad range of experience working in compliance, management and senior office roles with both large and small financial service firms. We continually supplement our education through participation in professional continued education and enrichment forums.
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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