Our mission is to provide financial planning and systematic investment solutions to help build wealth and ensure individuals reach their personal financial goals.
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About Me
Hi! I am Damon Collins, owner of Collins Wealth Management LLC. I founded Collins Wealth Management because I am passionate about helping and serving individuals at different stages of their lives. As an Investment Advisor Representative, I must invest my time in understanding what is most important to you and your family's financial goals.
I aim to develop a strategy together to ensure we achieve your financial goals. My mission is to positively impact the lives of the families and communities I work with while building trustworthy relationships.
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Collins Wealth Management operates as a fee-only Registered Investment Adviser. We are committed to following high standards of care for our clients by:
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Building a solid client relationship by understanding and fulfilling your financial goals.
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Provide education and personal financial planning to build financial confidence.
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Faithful to professional service, communication, and transparency as your financial advocate.
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I obtained an MBA with a Finance & Project Management concentration and a Graduate Certificate in Accounting from the Keller Graduate School of Management. I hold a NASAA (Series 66) Uniform Combined State Law Examination license and an Accredited Asset Management Specialist designation (AAMS) from Kaplan College for Financial Planning. I'm also a Certified Financial Education Instructor (CFEI).
I have been married to my beautiful wife for 16 years. I have two boys, a 14-year-old and a 9-year-old. I am an Army veteran (retired) and dedicated to community service, positively impacting our youth futures.
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Investment Management
Collins Wealth Management provides investment management by providing clients with constructed diversified portfolios with asset allocation strategies tailored to individual goals and the risk profile for each client.
Financial Planning
Financial planning is a comprehensive evaluation of a clients' current and future financial state by using currently known variables to predict future cash flows, current budget, asset values, and withdrawal plans.
Our Services
Fiduciary
Collins Wealth Management operates under a fiduciary standard that requires a legally binding obligation to always act in the best interest of the client.
Fee-Only
Collins Wealth Management is a fee-only firm. We do not sell products, receive commissions, or receive kickbacks. Our clients pay us directly for the services we provide.
Independent
Collins Wealth Management is an independent firm and is not accountable to any mutual fund company or insurance group, nor are we affiliated with any banking institution or products.
Why Collins Wealth Management?
Virtual Service
Collins Wealth Management is not limited to only business hours of the day or a physical location. We can meet at the comfort of your own home, have virtual meetings, or wherever is most convenient for you.
No Minimums
Collins Wealth Management does not require a minimum amount of assets to receive our services. We understand that everyone, regardless of age or amount of assets, is important and will benefit greatly from professional financial advice.
Our Memberships and Affiliations
Recent Blogs
Collins Wealth Management LLC (“CWM”) is a registered investment advisor offering advisory services in the State(s) of Texas, where registered/notice filed, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of CWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and our firm makes no representations regarding other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.