More Than a Plan. A Partnership.
Twenty-five years ago, The Wealth Management Group was founded on a straightforward conviction: the quality of a financial plan is determined by the quality of the conversation that precedes it. That conviction hasn't changed. What we know about our clients goes well beyond their portfolios. We understand how they built what they have, what they're protecting it for, and what a wrong decision at the wrong moment would actually cost them. That depth of understanding is what separates a plan that looks good on paper from one that holds up in real life.
Every Client. Every Detail.
White glove service isn't a tier we reserve for our largest accounts. It's how we work with everyone. We are hands-on, highly responsive, and thorough in a way that our clients notice and come to rely on. No stone gets left unturned, no assumption goes unexamined, and no detail gets treated as too small to matter.
Independent, and Proud of It
Operating as an independent firm means our only agenda is yours. No proprietary products, no institutional pressure, no conflicts of interest quietly shaping our recommendations. Just experienced, objective guidance built around your situation and delivered with the personal attention that has defined this firm for 25 years.
Robert S. Collins III, CFP®, MBA
Chief Executive Officer| LPL Registered Principal
Robert serves The Wealth Management Group as Chief Executive Officer. He is an LPL Registered Principal and CERTIFIED FINANCIAL PLANNER™ (CFP®) specializing in comprehensive wealth management...
David Maher
Director of Trading
David Maher joined The Wealth Management Group in 2019 as Director of Insurance Operations for Robert S. Collins III. A native to Tennessee, David has been in financial services in Nashville since 1994 with J.C. Bradford, Investment...
Jennifer P. Owen
Director of Investment Operations
Jennifer joined The WMG in July 2006 and has been an integral part of the team ever since. She oversees investment operations for Robert Collins, supervising the client experience from the initial consultation to continued support for...
Melissa Collins
Director of Human Resources
Melissa, our Director of Human Resources joined the WMG team in September of 2011. She grew up in the South; Mobile, AL, Bay City, TX and finally Chattanooga, TN. She attended college at UT Chattanooga where she earned her BSN...
Rina Vartanian
Director of Client Communications, Director of Marketing
Rina joined The Wealth Management Group team part-time in September of 2013. She came to us recently having worked as a ministry director at Cross Point Church where she taught and equipped volunteer teams. Her work there...
Comparing Mortgage Terms
