Founded more than 50 years ago, The Collins Whitehurst Femat Group is a close-knit wealth management advisory team with strong family values and a deep respect for clients. Located in San Antonio, Texas, we work together to offer clients thoughtful and personalized attention, advice and guidance.
Our team's most important asset is the bond we form with clients. The clients we serve share a determination to grow, preserve and transfer their wealth wisely. We are committed to helping them with those endeavors, and we measure our success by their achievements.
Over the years, we have helped guide clients through a variety of markets. In the process we have developed a deep appreciation for the value of a long-range strategy, and we believe that a focus on long-term wealth management can help clients pursue their financial goals.
Our mission is to:
Exceed your expectations. We strive to accomplish this through outstanding customer service, knowledgeable advice and guidance and informed recommendations. We understand that the assets you ask us to help you manage are the results of your hard work and the foundation of your legacy.
Examine your entire financial picture. We offer advice and guidance for the various aspects of your financial life, including investing, retirement income planning, wealth transfer, estate planning services and life insurance, as well as access to philanthropic services through Bank of America.
Build strong client relationships that span generations. We seek to build these relationships based on trust and discretion. We are committed to preserving your privacy.
Communicate proactively with you. We strive to be timely in sharing news and information, both positive and negative.
Be a financial collaborator with you and your family. This collaboration can help us organize and simplify your financial life by integrating all its pieces. Clients have told us that we are one of the first calls they make during a time of financial need.
"We provide clients with a familiar place they can turn to for advice and guidance during both good and tough times."
Cindy Whitehurst Collins, CIMA®, CRPC®
First Vice President
Wealth Management Advisor
Life is a journey filled with twists and turns. A well-thought-out wealth management strategy can help you navigate your journey and cope with important events, from the purchase or liquidation of a business to retirement, marriage, divorce, the birth of a child or the loss of a loved one. Creating such a strategy requires discipline, perspective and detailed oversight and review.
Traditional financial management focuses on your investable assets. We look beyond these to your life goals and are committed to helping you find paths toward them. We spend time getting to know what's important to you. In addition to reviewing your liquid securities and assets, we offer retirement income planning and insurance services, as well as access to assistance with trusts and home financing through Bank of America. We can also help you examine your corporate benefits, including defined-compensation plans and restricted stock units.
Once we've helped you articulate your goals, we develop strategies to help you pursue them. We explain our recommendations carefully to help you understand and feel comfortable with what we are proposing.
We keep you abreast of Merrill's market views and routinely share investment insights with you. Your needs and goals will change over time, and when they do, we'll meet with you to reexamine your overall strategy and help you make adjustments as needed.
"We are passionate about what we do. When necessary, we will not hesitate to have difficult conversations with clients, especially if we think they will outlive their money in retirement."
Michael D. Whitehurst, CFP®, CIMA®, CRPC®, CRPS®
First Vice President
Wealth Management Advisor
NMLS# 621331
CIMA®, CPFA®, CRPC™
CFP®, CIMA®, CKP®, CPFA®, CRPC™, CRPS™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
