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Wealth Management

Our mission is to provide financial planning and systematic investment solutions to help build wealth and ensure individuals reach their personal financial goals.

   About Me

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About

Hi! I am Damon Collins, owner of Collins Wealth Management LLC. Collins Wealth Management was founded because I have a passion for helping and serving individuals during different times in their lives. As a Registered Investment Advisor, 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.

As a license fee-only Registered Investment Adviser, I am committed to following high standards of care for our clients by: 

  1. Building a solid client relationship by understanding and fulfilling your financial goals.

  2. Provide education and personal financial planning to build financial confidence.

  3. Faithful to professional service, communication, and transparency as your financial advocate.

I have an MBA in Finance 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, a Series 7 – General Securities Representative Examination License, a Life and Health Insurance license, an Accredited Asset Management Specialist designation, and a Certified Financial Education Instructor℠  . I serve as a Manvel Economic Development Corporation Board member (MEDC). 

 

I have been married to my beautiful wife for 14 years. I have two boys, a 12-year-old and a 7-year-old. I am an Army veteran (retired), a Stage 3 cancer survivor, and dedicated to community service positively impacting our youth futures. 

           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

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Services
                     Fiduciary

Collins Wealth Management works under a fiduciary standard that requires a legally binding obligation to do what’s in the best interest of the client at all times
                       Fee-Only
 
Collins Wealth Management operates as a fee-only firm. We do not sell products, receive commissions or kickbacks. We are paid directly by our clients 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 have a minimum of assets needed to receive our services. We understand that everyone no matter age or amount of assets is important and will benefit greatly from professional financial advice.
Why Us?

Our Memberships and Affiliations

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Collins Wealth Management LLC   14090 Southwest Freeway Suite 300 Sugarland, Texas 77478 

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