Terms of Use

Collins Wealth Management, LLC is a comprehensive financial planning practice specializing in serving high net worth families, business leaders, and successful executives and professionals.  In an effort to offer his clientele a comprehensive list of financial services, in 1998 Mr. Collins decided to associate his practice with Summit Financial Resources, Inc. and Summit Equities, Inc. headquartered in Parsippany, New Jersey.

Summit Financial Resources, Inc. is in compliance with the current registration and/or notice-filing requirements imposed upon SEC registered investment advisers by those states in which Summit Financial Resources, Inc. maintains clients.  Collins Wealth Management, LLC and Summit Financial Resources, Inc. may only transact business in those states in which they are registered, or qualify for an exemption or exclusion from registration requirements.

The Collins Wealth Management, LLC web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services and other general information it believes would be of interest to its clients.  Nothing in these pages shall be construed as offering or disseminating specific financial, retirement, estate, asset protection, tax, and/or legal advice.

If you require any type of specific advice, please consult an attorney, qualified tax professional, wealth management specialist, or other financial services professional.  Nothing in this entire web site shall be construed as an offer to sell, or a solicitation to buy regulated securities.  Nothing contained in this web site shall be construed as creating a planner client relationship by virtue of your access to this web site and you should not rely solely on any information contained herein to plan your estate or invest any of your assets.

The principals and financial planners of Collins Wealth Management, LLC and Summit Financial Resources, Inc. are also securities registered, with Summit Equities, Inc. an independent broker dealer, Member FINRA/SIPC.  As such, only clients residing in the respective states where the financial advisers are securities registered may be provided investment services.

All trademarks and logos appearing herein are those of their respective owners.

Information throughout this web site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.  Nothing in this web site should be interpreted to state or imply that past results are an indication of future performance.  Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the reader.

THERE ARE NO WARRANTIES, EXPRESS OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION CONTAINED IN THIS WEB SITE.