Guidance that rises to the demands of wealth

It’s a mistaken assumption that people with substantial wealth never worry about money. Having confidence that the many details and complexities that accompany wealth are being properly managed can be a legitimate concern. It’s here that the need for knowledgeable and experienced financial guidance is essential.

We apply more than a century of combined financial experience to serving the specialized needs of high-net-worth families and individuals.

Our in-depth planning enables us to address every intricacy associated with the efficient management, preservation and transfer of multigenerational wealth.

Comprehensive Planning

There’s more to your financial life than just investments. Our comprehensive planning encompasses a deeper review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

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Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Risk Management

One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.

Estate, Charitable Giving & Trust

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

A highly experienced and well-established team

Dennis Collins
Dennis Collins, CFP®, CIMA®, CIMC®, CPWA®, CDFA®
Founding Partner Wealth Advisor, RJFS
Stephen West
Stephen West, CFP®, ChFC®, CRPS®, AIF®
Partner Financial Advisor, RJFS
Brian Estep
Brian Estep, CFP®, AIF®
Financial Advisor, RJFS
Nicole Rockett
Nicole Rockett, WMS
Client Service Manager
Nicole Hankins
Nicole Hankins
Client Service Manager
Julie Logan
Julie Logan, WMS
Client Service Associate
Cole Turner
Cole Turner, CFP®
Financial Advisor, RJFS

Our Credentials

Our team holds several professional designations, indicative of our commitment to expanding our knowledge to serve your needs.

Our Services

We offer a full spectrum of financial services to cover every aspect of your financial needs during each stage of your life.

Our Resources

A look at life and finance from every angle. We bring together the latest information, ideas and insights to help you make the most of your life’s many meaningful pursuits.

We find great fulfillment in seeing our clients leave our meetings feeling more confident and clear about their financial future.
Dennis Collins Founding Partner, CCPWM; Wealth Advisor, RJFS

Information & insight

The Match Continues: The Fed vs. The Market

09/22/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Hopes bolstered for Fed’s soft landing, but watch building headwinds

09/22/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Focus on philanthropy this Fall

Review key market dates and timely financial planning tasks.
Estate & Giving

Fed elects to skip rate hike at September 2023 FOMC meeting

09/20/2023
For the second time in four months, the central bank decided to not increase interest rates but indicated another hike in 2023 is likely.
Markets & Investing

Unlock the full potential of profit sharing

Determining the ideal profit sharing design for your organization.
Business Ownership

Your business deserves an “estate plan”

Drafting a succession plan now can help your business stand the test of time.
Business Ownership

In-depth planning from trusted financial guides

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