Executive Director of Wealth Management
In October of 2022, I made the decision to start Collica Group of Platinum Wealth Solutions and affiliate with Osaic Wealth. While their branding has since changed from Royal Alliance Associates, the motives behind the move, leveraging the personal services provided by a smaller local firm, gaining access to the latest technology and a wide range of investment options, still holds true.
A comprehensive financial advisory and wealth management firm.
Locations in Southeastern Michigan & Florida
Independent Broker/Dealer Founded in 1969* (Royal Alliance Associates). Rebranded and united with 7 other firms in 2023 as Osaic Wealth, Inc.
11,000+ financial professionals
Affiliated financial professionals across all 50 states
$500+ Billions Assets under Management
Office of Supervisory Jurisdiction
Headquarters: Southfield, MI
150+ Advisors & Staff
22 Branch Offices across 7 States
$5.26 Billion Assets under Management (12/31/21)
An independent financial advisory and wealth management firm.
Headquarters: San Antonio, TX
25+ Advisors & Staff
4 Branch Offices across the state
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.
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