top of page

We Make It Our Business,
To Mind Yours

At Collier Wealth Company, we have been dedicated to helping families, corporations and foundations navigate their financial journey with expert services tailored to their unique needs since 2000.

How We Help You Protect and Grow Your Wealth

At Collier Wealth Company, we partner with business owners, professionals, and families to simplify financial decisions, protect assets, and plan for the future. Our services are designed to help you gain clarity, reduce risk, and achieve your long-term goals.

​

Business Retirement Plans – Design and manage employee-sponsored plans that attract talent, reduce risk, and support owner objectives.

​

Comprehensive Wealth Planning – Align your finances, investments, and goals into a clear, actionable strategy for your life and retirement.

​

Life & Health Insurance Protection – Safeguard your income, assets, and legacy with coverage tailored to your needs.

Why Choose Collier Wealth Company?

Objective Advice – Recommendations always aligned with your best interests.
Clarity & Simplicity – Complex decisions broken into actionable steps.
Long-Term Partnership – Plans adapt as your life and business circumstances change

Office Phone: 901-504-6424
info@cw-co.com
 

Check the background of this investment professional on FINRA's BrokerCheck, or view the Investment Adviser Public Disclosure directly via the SEC IAPD

This Website is owned and operated by Collier Wealth Company, LLC ("CWC"). CWC is an independent office that offers advisory services through United Advisor Group, LLC (“UAG”). UAG is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the advisory firm by the SEC, nor does it indicate that the advisory firm has attained a particular level of skill or training. UAG and CWC are independent entities. Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching UAG’s firm name. CWC offers additional products or services that are not advisory services offered through or supervised directly by UAG. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or as personalized investment, tax, or legal advice.

 

All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of CWC as of the date hereof, which are subject to change without notice at any time. CWC does not represent that any opinion or projection will be realized. Neither CWC nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current, or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

​

Website Copyright 2026 - Collier Wealth Company, LLC

bottom of page