David D. Collins, ChFC
Partnering with Business Owners & Families to Grow, Protect, and Pass on Wealth
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Serving Clients Nationwide
Partnering with Business Owners & Families to Grow, Protect, and Pass on Wealth
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About David D. Collins, ChFC
Hi, I'm David Collins. As a financial advisor with Wealthcare Financial Group, I help driven individuals and business owners take command of their financial future.With over 20 years of client service experience and advanced credentials from Louisiana State University and The American College of Financial Services, I bring structured, strategic financial guidance to those who demand more from their money.
I specialize in simplifying complex financial decisions for high-performing individuals who want clear, data-backed strategies — not fluff. Whether you’re preparing for retirement, growing your business, or building multi-generational wealth, I deliver practical, personalized solutions you can trust.
My approach is grounded in education and transparency. As a Financial Advisor and licensed Life Insurance Agent, I don’t just manage numbers — I help you understand them. From investments and insurance to estate and tax planning, my goal is to make sure every dollar has a purpose and every plan has a backup.
Beyond the office, I stay actively involved in community programs focused on Economic Empowerment and Financial Literacy. I believe that smart financial planning should be accessible, understandable, and results-oriented.
Clients describe me as approachable, direct, and thorough. I bring the same dedication to every client — whether you're a business owner planning a buyout, a family securing a legacy, or a professional focused on financial independence.
If you’re looking for a trusted partner who values structure, integrity, and results — I’m here to help you build a plan that works.
Professional Designations
- Chartered Financial Consultant (ChFC)
Primary Location
Houston, TX 77048
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We'll schedule a call to get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Wealthcare Financial Group, Inc.
At Wealthcare Financial Group, Inc., we offer tailored strategies for managing concentrated stock wealth for growth and risk control. Our financial, retirement & estate planning, and insurance services secure an enduring legacy. Institutions gain from employee retirement plans, investment management, fiduciary consulting, and investment policy statement formulation to ensure compliance and accountability.We offer comprehensive financial and retirement planning tailored to each client's specific goals and needs. By assessing your current financial position and objectives, we create a plan that shapes our recommendations. This plan is regularly reviewed and updated to stay aligned with your evolving financial needs.
Who We Serve
✔️ Medical Doctors, Healthcare Professionals
Comprehensive financial and retirement planning. Employee retirement plans, portfolio management solutions, insurance & risk management services.
✔️ High Net Worth Individuals
Tailored model portfolios, stewarding concentrated stock positions for growth and risk control. Advanced retirement and estate planning for enduring security.
✔️ Non-Profits, Businesses, Associations
Investment management and fiduciary consulting. Investment Policy Statement (IPS) development for compliance, transparency and accountability.
Education
Grambling State University, Bachelor of Science - BS, Computer Science
Volunteer Experience
I am a currently a track and field coach who specializes in the throwing events.
Hobbies and Interests
- Billiards
- Board Games
- Cars
- Church
- Computer
- Cooking
- Family
- Football
- Gardening
- Music
- Photography
- Pickleball
- Sports
- Swimming
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Individuals
- Intergenerational Families
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