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Stronger Guidance: Two First Coast advisory firms become one

Two of Jacksonville’s long-established independent wealth management firms just became one.

rsi logoRetirement Strategies, Inc., which will celebrate its 20th anniversary in business in January, acquired Collins Capital Management, Inc., a Southpoint firm in business since 2002. The staff from both companies will move into new, larger Retirement Strategies offices early in 2014.

“We’re excited to be working with Sheila Collins and her team,” says Retirement Strategies’ Managing Partner Bill Hart. “Combining our proven planning methods with Collins Capital’s strong portfolio management process creates a truly complementary combination.”

Both Hart and Collins say joining forces was the next logical business step for both firms and their clients.

“A lot of people say, ‘It’s about the clients,’” Collins says, “but then they hesitate to act when the opportunity to improve services and outcomes presents itself. The new Retirement Strategies will help our current and future clients improve the precision and effectiveness of their long-term financial planning—exactly what we want for our clients.”

In addition, the larger company will now attract greater talent to serve its clients, Hart says. Known in the industry as a registered investment advisory (RIA) firm, Hart estimates Retirement Strategies now ranks among the First Coast leaders of independent RIA firms based on assets under management and number of Certified Financial Planner™ (CFP®) professionals on staff.

“Our mission has always been to help people make smart decisions about their money,” Hart says, “and we just created a more powerful resource to serve our clients and other First Coast families…a great, and somewhat humbling, way to start the new year.”

Staff members of both firms will continue working from their current Southside offices while negotiations and build-out of a new space are completed.

About Retirement Strategies, Inc.
The RSI team of Certified Financial Planner™ professionals provides retirement planning services, wealth management and financial guidance to its clients. The firm is a recognized leader in the industry and community and is guided by core values. To learn more, visit www.RetirementStrategies.net or call 904-730-3863.


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