Fort Lauderdale, FL | Southfield, MI | New York, NY
Award-Winning Standards
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.
WHAT WE DO
My aim is to serve as every client's personal Chief Financial Officer, doing all the construction and heavy lifting for them so they can focus on what matters most.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
At Collica Group, we offer comprehensive financial planning services covering retirement planning, investment management, tax planning, estate planning, and more.
The Collica Group approach differentiates through personalized, holistic planning, transparent communication, evidence-based investment strategies, fiduciary responsibility, ongoing support, technology integration, and proactive monitoring.
Our team at Collica Group will assess your risk tolerance, financial goals, and time horizon to determine a diversified asset allocation plan. From there, we select investments based on research and due diligence, monitor and rebalance regularly, and adjust as needed to keep your strategy aligned with your changing needs and goals.
Our fee structure at Collica Group is transparent and based on the services provided. We operate on a fee-only basis, meaning our compensation comes solely from client fees, ensuring our advice is unbiased and in your best interest.
The Collica Group arranges regular meetings to review your financial plan, typically on a quarterly or semi-annual basis. However, the frequency of these meetings can be adjusted to align with your preferences and changing financial circumstances.
Yes, the Collica Group can provide tailored assistance for various financial goals, including buying a home, saving for education, starting a business, and more. Our comprehensive approach ensures that your plan addresses all your specific objectives and aspirations.
At Collica Group, we stay informed through continuous education, professional development, and ongoing market research. This allows us to adapt client strategies proactively to changes in regulations, economic conditions, and investment opportunities. The CERTIFIED FINANCIAL PLANNER® requirements for continued education and fiduciary responsibilities go beyond that of most financial advisors.
If your financial goals or circumstances change, the Collica Group will work closely with you to adjust your financial plan accordingly. The Collica Group believes in flexibility and responsiveness, ensuring that your plan evolves to reflect your current situation and aspirations. Please reach out to us if your circumstances change and we will work together to find a solution that aligns with your financial goals.
Yes, we're happy to provide references or share client testimonials upon request. Our satisfied clients often speak to the quality of our services and the positive impact Collica Group had on their financial lives.
About Us
Fort Lauderdale
Fort Lauderdale
Fort Lauderdale
215 North New River Drive East, #3980
Fort Lauderdale, Florida 33301
Southfield
Fort Lauderdale
Fort Lauderdale
28411 Northwestern Hwy., Suite 1300
Southfield, Michigan 48034
New York
Fort Lauderdale
New York
We operate virtually in NYC.
Copyright © 2024 Collica Group - All Rights Reserved.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of CO, FL, MI, NY, OH, VA . No offers may be made or accepted from any resident outside the specific states referenced.
This award was issued on 05/01/2025 by Five Star Professional (FSP) for the time period 08/21/2024 through 02/28/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3715 Detroit-area wealth managers were considered for the award; 289 (8 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,651, 278, 8%, 5/1/24, 9/5/23 - 2/29/24; 2023: 3,550, 312, 8.7%, 5/1/23, 9/5/22 - 3/3/23; 2022: 3273, 304, 9%, 5/1/22, 9/3/21 - 3/11/22; 2021: 3260, 275, 8%, 5/1/21, 8/10/20 - 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 - 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 - 3/19/19; 2018: 3069, 322, 10%, 5/1/18, 8/30/17 - 3/19/18; 2017: 1836, 356, 19%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 - 3/9/16; 2015: 2238, 627, 28%, 5/1/15, 10/22/14 - 3/9/15; 2014: 3448, 658, 19%, 5/1/14, 10/22/13 - 3/9/14; 2013: 2762, 749, 27%, 5/1/13, 10/22/12 - 3/9/13; 2012: 2658, 745, 28%, 5/1/12, 10/22/11 - 3/9/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.
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