MISSION STATEMENT

Collins Wealth Management is a full-service financial firm committed to helping people grow and preserve their wealth in pursuit of their financial goals. To that end we offer a wide range of financial products and services to individuals and business owners.

We are committed to maintaining the highest standards of integrity, trust and professionalism in our relationship with you, our client.

We pledge to provide you with the highest quality financial information services and products, consistent face-to-face customer service, and state-of-the-art technological tools to help you identify your financial goals and successfully achieve them.

Adam Collins watching the markets

THE CWM DIFFERENCE

How We Work

Collins Wealth Management is a fee-based financial services company. We do not charge commissions for transactions so our associates are not motivated to sell clients in and out of the most popular financial products and services, or to make frequent changes.

On the other hand, we are Active Asset Managers, and as such we do not hesitate to move clients from their current positions in order to remove risk.

We do not recommend mutual funds; rather we specialize in individual equities and Exchange Traded Funds (ETFs) to build and preserve long-term growth.

We believe in a customized, hand-picked selection of wealth management products and services tailored to your individual needs and life experiences.

No two clients are alike, therefore no two portfolios are the same. Unlike large retail investment advisories, which might specialize in more traditional “buy and hold strategies,” CWM — because of its fee-based philosophy — will recommend active changes based on what’s going on in the marketplace today, and how your individual needs and goals are evolving.

Extraordinary Customer Service

Greg CollinsCollins Wealth Management is a family-owned financial company serving individuals, families and business in the Twin Cities area and beyond. After 24 years in the financial services field, we know the value of face-to-face communications, listening to our clients, and earning their trust — and their repeat business.

While many financial advisors may boast, “My door is always open,” the associates at CWM regularly make “house calls,” and visit clients in their homes and workplaces. We enjoy seeing and getting to know our clients in their own environment to learn more about their individual goals.

At CWM we review clients’ portfolios and the state of the markets daily and we offer protected digital access to our clients so they can check their portfolios 24/7.

Please call or email us if you have any questions about the range of financial products and services we provide. CWM has relationships with a wide variety of financial services companies, so if we don’t have a product or service you are interested in, we know a professional group that does.

A Word About Trust

Too often client/advisor relationships begin without trust. It’s a fact that is sad, but true. Clients may feel wary because they were not fully satisfied with their last advisor’s outcomes. At CWM we know we have to earn and maintain your trust.

Our methodology includes frequent and open conversations, regular data-backed reporting, and personal engagement from our senior team. Trust, for us, is based on helping you set and achieve realistic goals, using real-time information to measure our results, and adjusting our strategies along the way.

We will work together on your behalf…at our offices or your home or place of business…to continue to build on this foundation of trust.