Advisor at CW Advisors, LLC
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Firm
CW Advisors, LLC
Location
Boston, MA 02210
Credentials
CFP®, Series 63, Series 65
Industry experience
11 years
Brendan Collins is a CFP® with 11 years of industry experience, currently serving at CW Advisors, LLC. His prior roles include positions at Congress Wealth Management LLC, UBS Financial Services, and Fidelity. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and other registered investment advisers. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and environmentally conscious strategies, with services including wealth management, retirement plan advisory, family office support, and sub-advisory solutions.
Based on CW Advisors, LLC
Based on CW Advisors, LLC
Financial planning fees up to $25,000 for project-based engagements.
Account minimum: $1,000,000 Minimum fee: Fixed annual rate up to $250,000 for family office services, payable quarterly.
155 Seaport Blvd, 3 Rd Floor
Boston, MA 02210
Massachusetts
Congress Wealth Management LLC
2021 - Present (5 years)
UBS Financial Services
2020 - 2021 (1 year)
Fidelity Personal and workplace Advisors
2018 - 2019 (1 year)
FIDELITY Brokerage Services LLC
2015 - 2019 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Series 65
Arlington, MA
Aztec Capital LLC
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
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