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.
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More Business Info

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 617-314-6700

Services/Products
Cash Management Charitable Giving Educational planning (529's/UGMA/UTMA) Investment and Retirement Planning Risk Management
Categories
Financial Planning Consultants, Financial Planners
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