Collins Wealth Management Group

Business details

Category
Financial Services · Financial planner, Investment service
Address
345 California St, San Francisco, CA 94104
Phone
(415) 445-8262
Website
us.rbcwealthmanagement.com
Neighborhood
Financial District-South Beach
County
San Francisco County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Residents across the Financial District and South Beach turn to Collins Wealth Management Group for personalized financial planning and investment guidance that keeps long-term goals in focus. We work with individuals and families in San Francisco and throughout the Bay Area to build plans around their priorities, whether that means investing for retirement, growing savings, or preparing for what comes next.

Our approach starts with understanding your full financial picture, so every recommendation is tailored to your goals, your timeline, and your comfort with risk. We aim to make complex money decisions feel clear and manageable, with straightforward explanations at every step.

We're glad to serve clients from across San Francisco and the Peninsula who want a steady, thoughtful partner for their finances.

To learn more, visit our website or stop by to talk through your goals with our team.