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Our Approach to Wealth Management

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Published on Sep 17, 2009

Collins & Company's wealth management process is distinctive. We begin with a Discovery Process that gets to the heart of what our clients are seeking to accomplish with their wealth management strategy — both personally and financially. Specific, proven methods of gathering and synthesizing knowledge about what means most to individuals or foundations, leads to a solid, safer investment strategy. Personalized, hands-on service. Continuous communication. Focused attention on every client investment. Everything we do helps assure strong results and maximize success. We also work closely with key investment partners such as real estate brokers, tax specialists, estate planners and charitable gifting professionals, to make certain that our clients' interests are served to the highest level. Ultimately, our goal is greater peace of mind — protecting, preserving and growing your wealth. Learn more about how our process works in the video.

Contact us at 415.925.4000, or visit our website: www.collins-co.com.

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