Fee-based: We are an independent firm offering our clients expertise and unbiased advice in order to develop the best strategies to address their financial concerns.
Fiduciary standard: As investment adviser representatives, we hold ourselves to the highest standards. We put our clients’ interests above our own with regard to all aspects of their financial plan and execution.
We do not take custody of your assets: Kathleen Collins Wealth Management does not hold any of our clients’ assets. All brokerage assets that we manage are held by National Financial Service (NFS). Our firm will never request that you relinquish the control of your assets.
Transparency: All of your account activity is available for your review at anytime. Our clients have direct access via their client portal or through direct communication with our team.