A complete list of active advisors currently associated with Collins Wealth Management

Warmer can help you find a great advisor at Collins Wealth Management or one who fits your needs even better.

Collins Wealth Management serves individual and high-net-worth clients with individualized investment management, project-based and ongoing financial planning, and educational seminars and speaking engagements. The firm builds client-specific investment policies and also provides advice on employer‑sponsored and other held‑away accounts. The firm combines passive and active strategies, selecting ETFs and mutual funds based on holdings, liquidity, tax efficiency and other strategic factors, and uses a mix of fundamental, technical, charting and cyclical analysis. For held‑away accounts it requires clients to connect those accounts through a third‑party management platform (Pontera) rather than accepting client login credentials, and it typically executes trades for client accounts on an individual rather than aggregated basis. Noteworthy features include a relatively small asset base (about $3.6 million across roughly 60 clients) operated by a solo principal who also works part‑time outside the firm, which may affect capacity and availability. The principal holds advanced wealth and education credentials (AWMA, AAMS, CFEI), the firm offers fee‑based seminars and speaking services, and the brochure discloses a personal bankruptcy from the 2008–2010 period that was subsequently discharged.

To learn more about the advisors currently working at Collins Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.