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Collingwood Wealth Management

EST. AUM
$957,957,057

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2

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website collingwoodwealth.com
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Overview

Collingwood Wealth Management is a comprehensive financial consulting firm focused on assisting clients in building wealth and safeguarding their assets. The firm operates on a fee-based compensation model and provides exceptional investment research, disciplined portfolio management, and sound investment advice delivered by experienced advisors. With a commitment to developing tailored strategies that address individual client needs, Collingwood prioritizes long-term relationships and dedicated service.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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