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.