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Taking care of your 
entire financial picture.

The mission of Collier Wealth Management is to help our clients get their entire financial house in order and keep it that way... forever.

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What are the components of your financial success?

Talk with us today about these key elements of a wealth management plan:

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Investments that Fit

Your investments should be a reflection of your values and goals. As an independent fiduciary advisor, we can help you build a plan with professional investment choices.

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Wealth Enhancement

The second biggest concern amongst successful investors, we look for strategies that keep your income from being excessively taxed. Allowing you to keep more of your hard earned money.

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Wealth Protection

Protect the wealth you have worked so hard to grow. Put the right insurance and diversification strategies in place to work towards securing your wealth.

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Estate Planning

You are concerned not only for your own wealth, but also what happens when you leave that wealth to the next generation. We help you put the systems in place that will serve your family well.

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Charitable Planning

You want to contribute and make a difference in the world. Let Collier Wealth Management show you how to leverage your wealth to maximize your impact in what matters most to you.

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Your roadmap to a better financial life.

Collier Wealth Management makes it easy to get the advice, tools, and support you need to feel confident in your financial future.

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Step 1
Discover

Schedule a FREE 15-minute Discovery Call, tell us about your values and how you define financial success. We'll begin to define the course you should take.

Learn More about your Discovery Meeting

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Step 2
Plan

Based on where you are now, and where you want to go, we'll create a comprehensive roadmap for you to follow.

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Step 3
Live

Experience confidence with a plan that fits your values and support from the Collier Wealth Management team, as well as our extensive network of specialists.

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You need an ally who can do it all.

Wealth Advising

Investment consulting, advanced planning, and wealth management designed to give you confidence in your plan.

Investment Management

Receive sound investment management plus all-encompassing wealth management services.

Support & Communication

We work with your already-established relationships or introduce you to our outside professionals to round your team.

The Wealth Management Consultative Process

In our unique process, we use five meetings to meet you, create your plan, and maintain that plan.

Discovery

In our first meeting, we want to get to know you. We want to understand your goals for two reasons. First, to offer the most ideal investment strategy. Second, to be able to later guide a network of professionals in providing advanced planning recommendations.

Learn More about your Discovery Meeting

Investment Plan

The purpose of the second meeting is to introduce the first two parts of your unique wealth management plan: the investment plan, and the investment policy statement. Here, we will be focused on preserving wealth, something which most of our clients are concerned with at this point.

Learn More about Investment Plan Meetings

Mutual Commitment

The Mutual Commitment meeting is the time for everyone involved to agree to the strategies we've discussed and built. We will execute any and all necessary agreements, and Collier Wealth Management will go to work for you.

Learn More about Mutual Commitment Meetings

45-Day Follow-Up

Even in this day and age, there's still a great deal of paperwork generated following the implementation of your investment plan. The goal of the 45-Day Follow-Up is to help you manage, organize, and make sense of that paperwork.

Learn More about 45-Day Follow-Ups

Regular Progress

Regular Progress meetings are the heart of our relationship. These recurring meetings will allow us to stay on top of all the exciting developments in your life, such as a new job or grandchild, and adjust your wealth management plan as needed.

Learn More about Regular Progress Meetings

Advanced Plan

At your first Regular Progress meeting, we will present your Advanced Plan. This is a strategy that addresses every corner of your finances, from taxes to charitable giving. With your agreement, we will implement the strategy, and update you at subsequent meetings.

Does your financial plan match your values?

You shouldn't have to work through your financial plan alone. The market is unpredictable and the financial options can be complicated. Don't leave your financial future to chance. You need someone that not only understands what you value, but can also help bring confidence to your financial future.

Find confidence in your financial future.

Schedule a consultation today and let Collier Wealth Management work with you to help you create a plan to achieve your financial goals.

Schedule a Free Call

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