Collett, Bastow & Associates Wealth Management
At Collett, Bastow & Associates Wealth Management, we combine over 43 years of expertise with an individualized, goals-based approach to provide purpose-built solutions for our clients, who include business owners, executives, professionals, pre-retirees, and retirees. Whether you are approaching retirement, concerned about your succession plan, struggling with complex tax considerations or planning to share your wealth, we will be your guide.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 43 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Business succession planning
Business owners spend years building a successful business. When it’s time to transfer ownership, whether to a third party or a family member, we can help make sure it’s positioned for continued success, and that you will be able to unlock and benefit from the value you created.
What our clients say
We can’t say enough about the excellent, professional advice we've received from Collett, Bastow and Associates! We were referred to the team by a friend and we established a good rapport early on. We weren’t treated like “just another client” which was important to us. Their ability to explain complex financial matters to us in easy, understandable terms has been vital. They’ve taken the time to get to know us and our financial goals, and we’ve been able to achieve more than we expected. We never feel they’re trying to sell us something; they provide their best advice but it's also important to them that we feel comfortable with taking that advice. Without reservation, we’ve enthusiastically recommended their services to our close friends and relatives. Their investment advice has helped keep our portfolio successful and we count ourselves lucky to have them as our financial planners.
Tara O. and Dean H.
Clients for 14 years
We have been doing business with Investors Group for over 19 years now. Steve Collett and Steve Bastow, our present caretakers, go far beyond a business relationship. They take our financial well being seriously. We are reminded by them of any changes that take place that will affect us. We feel that we are extremely well represented and have been given solid advice on a consistent basis over the years.
Bonnie and Bill O.