Collier Wealth Management, Inc. will meet with you and your spouse for a Discovery Meeting. Assuming that you all agree that you have a basis for working together, you will return for the Investment Plan Meeting. Hopefully, Collier Wealth Management, Inc. can confirm you are on track to fulfill your values and pursue your goals with your current financial provider. If needed, Collier Wealth Management, Inc. will suggest ways in which they can help, including recommending another provider if they are not a good fit for your needs.
Either way, you will receive a personalized analysis of your current situation.
Let us help you help address your most important financial concerns with a complimentary second opinion.
Working with a team that redefines wealth management
Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so and you will almost certainly get ten different answers, with most heavily focused on investing. When you receive a second opinion from Collier Wealth Management, Inc., however, you benefit from a skilled team that has a clear and comprehensive vision of wealth management.
The consultative process used by Collier Wealth Management, Inc.
Collier Wealth Management, Inc. approaches each new engagement with a consultative process. This allows them to have an open dialogue in which they learn about every client’s values and goals while working with them to tailor a plan to help pursue them. Through their second-opinion service, you can enjoy a portion of this experience at no cost.
