Second-Opinion Service

What to Expect

Collier Wealth Management, Inc. will meet with you and your spouse for a Discovery Meeting. Assuming that you all agree that you have a basis for working together, you will return for the Investment Plan Meeting. Hopefully, Collier Wealth Management, Inc. can confirm you are on track to fulfill your values and pursue your goals with your current financial provider. If needed, Collier Wealth Management, Inc. will suggest ways in which they can help, including recommending another provider if they are not a good fit for your needs. Either way, you will receive a personalized analysis of your current situation.

Let us help you help address your most important financial concerns with a complimentary second opinion.

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Portfolio Risk Analysis

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.

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Redefining Wealth Management

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so and you will almost certainly get ten different answers, with most heavily focused on investing. When you receive a second opinion from Collier Wealth Management, Inc., however, you benefit from a skilled team that has a clear and comprehensive vision of wealth management.

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Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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