In this challenging economy, you may find yourself in a complex financial situation or may just be unhappy with the advice you are receiving from your financial advisor—it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances.
Collier Wealth Management, Inc. approaches each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help achieve them. Through our Second Opinion Service, you can enjoy a portion of this experience at no cost.