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Collica Group of Platinum Wealth Solutions

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Collica Group of Platinum Wealth Solutions is committed to offering comprehensive wealth management solutions and is dedicated to supplying the highest standards of client service. – PowerPoint PPT presentation

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Date added: 17 March 2025
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Title: Collica Group of Platinum Wealth Solutions


1
COLLICA GROUP OF PLATINUM WEALTH SOLUTIONS
Start your journey to confident investing
https//collicagroup.com/
2
ABOUT US
Collica Group of Platinum Wealth Solutions is
committed to offering comprehensive wealth
management solutions and is dedicated to
supplying the highest standards of client
service. Our practice is built upon always
putting clients interests first and, as a
financial advisor, serving as a fiduciary to help
clients achieve their goals in the most efficient
way. We work with high net worth families,
individuals, business owners and retirees that
want to benefit from goal-oriented financial
planning.
3
HOW WE SERVE YOU
FINANCIAL PLANNING
INVESTMENT MANAGEMENT
INSURANCE
TAX STRATEGIES
RETIREMENT PLANNING
4
OUR LOCATIONS
Fort Lauderdale, FL
The primary location for the Collica Group is
Fort Lauderdale, FL in the heart of the city,
Las Olas. Anthony spends the majority of his time
in the Sunshine State servicing clients and
enjoying everything the area has to offer.
5
Southfield, MI
Anthony's roots are in Michigan. He grew up in
Metro Detroit and can be found in The Mitten
frequently visiting with friends, family, and
clients. The Collica Group is affiliated with
Michigan Financial Companies which is
headquartered in Southfield, MI. His Executive
Assistant, Kristen Peoples, works out of the
Southfield office.
6
New York, NY
While Anthony does not have a physical location
in New York, he values having ties to the
financial capital of the world and servicing
clients across the state where his spouse
Danielle resides from. He is able to work with
clients either virtually or on extended visits.
7
Virtual Meetings
As Anthony travels to serve his clients, he has
learned how to effectively conduct meetings and
reviews virtually. He has positioned himself to
utilize the latest technologies to make it
possible to meet with clients all over the
country.
8
MEET THE TEAM
Jessica Beckley
Joe Petrovich
ANTHONY COLLICA
Ashley Brunner
9
CONTACT US
PHONE
2489339030
WEBSITE
https//collicagroup.com/
LOCATION
28411 Northwestern Hwy., Suite 1300, Southfield,
MI 48034
10
THANK YOU
Collica Group of Platinum Wealth Solutions
https//collicagroup.com/
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