I help you choose the next credit card that works for your spending. This will take into account current spending habits based on categories and will incorporate your goals with rewards (i.e. travel or cash back or both). I will help to choose the right card regardless of if I get a referral. Payment is flat fee
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Remember that New Year's Resolution to finally get your finances in order? How's that coming along? It's not too late- I can help you come up with a plan to check the 'finances' resolution off your list for good. Message me and let's make 2021 your year
Collingwood Wealth Management is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm works exclusively on fee-based compensation, and offers first class investment research, disciplined portfolio management, and prudent investment advice provided by knowledgeable and experienced advisors. Our portfolios are designed to meet the needs of each of our clients. As a wealth management firm, tailored strategies that meet clients' needs is our highest priority. Collingwood is committed to you for the long term.
Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, and advisory services available.
Integritas Financial Advisors is no longer working with retail clients. Thank you for your interest! I would strongly recommend speaking with an advisor at Flagship Harbors Advisors and/or LPL Financial.
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Lumora Wealth is an independent, fee-only firm built for high-achieving professionals who want white-glove financial planning without the sales pitch. We specialize in advanced strategies for healthcare and technology clients navigating equity events, taxes, and purpose-driven investing.
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