Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.


 We have been working with Collin for over 15 years. Collin is a family man that has the highest level of integrity. Using his expertise, we are very happy with the financial plan he has put together for us. He put our money to work and has sheltered us from taxes for our greatest benefit. He stays on top of market trends, keeps us informed and adjusts our portfolio accordingly. The results are peace of mind now that we are retired. 

Dave & Pat W.


 We are very pleased with Collin Prince as our financial and investment adviser. Collin is very genuine and has taken the time to understand our goals and, therefore, our needs. Key message we can relay is that we are both comfortable and at ease with the overall management of our financial resources. I appreciate that Collin wants to meet regularly to ensure we and he are up to date and on the same page. 

Terry and Catherine C.


 We have worked with Collin and his team for many years through several life and economic events and have always been totally satisfied. Collin is an absolute professional and extremely thorough in his research and attention to detail on our behalf. His advice is always top notch and tailored to our needs and concerns and delivered in a clear, understandable and reassuring manner. Collin and his team have earned our trust. 

John and Heather W.


 Finding a Financial Consultant that you trust can be hard, and what we have always appreciated about Collin’s approach is his thorough understanding of the current and past markets, which has enabled us to move forward with educated decisions. In addition to this, the level of care and candor that we have seen from Sherry, Collin and the entire Prince team has been outstanding. It really feels like we’re working with friends. 

Tanya and Mark P.