WEALTHWISDOM FORMULA

 

Our clients trust us to help them put all the puzzle pieces together in order to provide them and their families with the clarity and transparency they deserve in their financial lives. The COLLINS LAMBERT team refers to the process that we use to accomplish this as our WEALTHWISDOM Formula. At a high level, this is our process for taking clients from where they may be at financially when we first meet with them to where they'd actually like to be.

WE NEVER LOSE SIGHT OF WHAT MATTERS TO OUR CLIENTS

Why Financial Independence Matters:

Family

We focus on what matters to our clients when it comes to their family investment legacy goals.

Occupation

We focus on what matters to our clients regarding their goals of retiring and/or passing on their business without outliving their resources, or striving toward a work-optional lifestyle.

Recreation

We focus on what matters to our clients in terms of their bucket lists and we help them to really live life today without unnecessarily sacrificing their respective tomorrows.

How To Get There:

Money

This is the "how" regarding all the "why's" above ... financial independence comes through the proper stewardship of your financial resources, and this is where we come in.

 

WE NEVER LOSE SIGHT OF WHAT WE CAN CONTROL

Philosophy

Our philosophy focuses on finding the balance between Risk Capacity and Risk Need, then marshaling our clients' wealth toward their financial goals and objectives based on a solid financial plan that is regularly reviewed and updated as necessary. 

Planning Strategy

Clarity comes from focusing on the specific needs and wants of each client, then building a plan of action to take them from where they are today to where they want to be in the future utilizing techniques specific to their unique circumstances and objectives.

Process

Integration of the various disciplines that can materially impact the success of a financial plan calls for working to ensure no puzzle piece gets left out, and our systematized approach leverages both technology and experienced human capital to work toward this goal.

© COLLINS LAMBERT, LLC.

All Rights Reserved.

 

DISCLOSURES

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC.

 

LPL Financial registered representatives associated with COLLINS LAMBERT, LLC may only provide counsel to clients and/or prospective clients where COLLINS LAMBERT, LLC and/or its representatives are qualified and properly licensed to do so, or exempt from licensure, and therefore may only discuss and/or transact securities business in the following states:

AZ, CA, CT, DC, FL, GA, IA, IL, IN, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect entirely against loss in periods of declining values. Opinions expressed herein are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult with your trusted financial, tax, and/or legal professional(s) before implementing any strategies related to your financial life.

The COLLINS LAMBERT, LLC web site is limited to the dissemination of general information pertaining to our integrated wealth management services and other general information we believe would be of interest to our clients and friends of our firm.​

 

The information contained within this web site shall not be construed as offering or disseminating specific financial, retirement, estate, asset protection, tax, legal and/or any other advice; shall not be construed as an offer to sell, or a solicitation to buy regulated securities; and shall not be construed as creating a professional to client relationship by virtue of your access to this web site. No advice may be rendered by COLLINS LAMBERT, LLC unless a client service agreement is in place.​

This site is not a part of Facebook website or Facebook Inc.  Additionally, this site is NOT endorsed by Facebook in any way.  FACEBOOK is a trademark of FACEBOOK, Inc.

PRIVACY POLICY

TERMS AND CONDITIONS

Headquarters:

100 Corporate Drive, Suite 101

Lebanon, New Jersey 08833​

GET DIRECTIONS


(908) 366-7630  |  Telephone

(800) 769-6590  |  Toll Free

(908) 366-7639  |  Fax

info@collinslambert.com  |  Email

​​

 

Branch Office:

35 Smull Avenue

Caldwell, New Jersey 07006

GET DIRECTIONS

(973) 226-3111  |  Telephone

Not Located Near An Office?:

Did you know that you can meet with a COLLINS LAMBERT wealth advisor in the way that works best for you?  With clients all across the country, our consultations can be held in person, telephonically, and/or virtually as schedules and proximity permit.  Reach out to us today!

​​​

 

Subscribe To Our Mailing List

Never Miss An Update

 

BrokerCheck

 

We invite you to check the background of investment professionals associated with COLLINS LAMBERT by using FINRA’s BrokerCheck.

You've Likely Got Some Questions

Let's Invest Some Time Together To Get Some Answers