June 27th, 2008 - This past week has been especially volatile. Most experts would agree that the levels the Markets sank to this week indicate that a bear market is creeping in. Bear markets are inevitable, but so are their recoveries. It is prudent to ensure that you have a plan of action regarding your investment portfolio. Further, it is important that you stick to it, with minor opportunity adjustments along the way. Give our office a call to learn about the opportunities that have presented themselves.

The Foundation Of Our Practice

Collins Wealth Management, LLC is an independent, privately owned financial planning practice specializing in helping high net worth families, business leaders, and successful executives and professionals in achieving their financial goals and objectives.  We are an independent, privately owned force helping to shape success within the financial lives of our clients.

Just as it is essential to have clearly defined goals within a financial plan, it is just as important to have clearly defined goals within the infrastructure of a financial planning practice.  From the very beginning we new that we wanted to be different from all of those other people claiming to be "Financial Planners."

To do this, we set out to define our purpose and our philosophy regarding financial planning.  It is not an easy task to develop a Vision, Mission, and Philosophy.  It is an even more difficult task to incorporate them into the fabric of a company's day-to-day business operations.  However, that is exactly what we have done.  Please take a few moments to learn about the course we have set for ourselves in our journey toward making a value-added difference in the lives of our clients ... to offering them Advice That Matters.

Vision

To Create A New Paradigm Within The Financial Planning Industry

Mission Statement

We are dedicated to assisting our clients in achieving true financial independence.  The members of our team commit their daily activities to the ultimate pursuit of each client’s financial success.  With the understanding that we cannot be all things to all people, we partner with only a select number of families truly interested in creating multigenerational wealth through strategic family wealth management planning.

Philosophy

The journey of financial success requires proper planning.  That is what we help our clients do – properly plan for their financial futures.  We define “Wealth” in terms of time and choice as opposed to dollars and material goods.  A properly constructed wealth management plan, if implemented and adjusted as life cycles change, will assist a client in achieving success within the three key planning phases of their financial lives: 

Accumulation Planning Phase, Distribution Planning Phase, and Legacy Planning Phase.

We serve as Personal Chief Financial Officers for our clients, coordinating all aspects of their financial lives to ensure that no opportunities get overlooked and that each financial life goal and objective is actualized.  We believe in, and are committed to, educating and guiding each generation to ensure true financial literacy.  Our ultimate success as financial advisers will be marked by our ability to meet and constantly surpass the expectations of our clients and in doing so, truly make a difference in their lives and the lives of their respective families.