Today's investment climate offers unprecedented opportunities. At Collingwood Wealth Management, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals.
  2. A well-defined roadmap for achieving those goals. 
  3. Ongoing advice to help adjust their roadmap when their needs change.

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short-and-long-term objectives. At Collingwood, we strongly believe that a well diversified and properly correlated portfolio is the key to obtaining maximum results.

If you have any questions or would like to schedule a complimentary meeting to discuss your financial goals, please contact us at 617.848.8855 or by email today.