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