Collingwood Wealth Management

CONNECT

Address:

8 Faneuil Hall Marketplace, 3rd Floor
Boston, MA 02109

Phone:

Office 617.973.5071, Toll-Free 855.357.2013, Cell 617.233.7447

Fax/Other:

617.973.6406

Services

Collingwood Wealth Management's team has the experience and training to address the diverse needs of our clients and help them move closer to their financial goals. Our clients include high net worth individuals and families, as well as institutional investors.

Collingwood offers independent financial management and advice in the following areas:

. Managed Accounts

. Cash Management

. Risk Management

. Investment Planning

. Retirement Planning

. Estate Conservation

. College Funding

. Charitable Giving

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck