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Firm Profile for Collier, Sustainable Wealth Management

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Collier, Sustainable Wealth Management

Meris Collier

Seattle, WA, 98133

Telephone: [206] 805-1770

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Our Business Philosophy

Your personal finances should give you personal freedom and the chance to enjoy an active life and rewarding memories. With nearly 25 years of experience, Linda and Meris have helped two generations of investors plan to convert savings into potential lifelong income. They manage investments for clients so that their money may last as long as they do. Linda is a summa cum laude graduate of the Uof W, where she studied finance under the Nobel Prize winning economist William Sharpe.

Our Education

Members of our firm hold the following numbers of degrees:

BA/BS/Equivalent: 2

Financial Services

Number of Professionals and support staff:

Investment professionals: 2

Support staff: 2

Our professionals currently hold the following active securities licenses:

• Series 7 - Sell any type of security, mutual fund, or variable annuity

• Series 24 - Supervisor for Series 6s and 7s

• Series 63 - Sell securities across state lines

• Series 65 - Act as an investment advisor for fees

• Series 66 - Act as an agent of a Broker/Dealer and an investment advisor

We provide our CRD or IARD numbers upon request:

• Yes

You can view our compliance record for financial services and products by going to www.finra.org and entering our CRD or IARD numbers. If no record appears, go to our state's securities commissioner website and enter the same number. http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm

Members of our firm are acknowledged fiduciaries

We provide the following types of financial planning services:

• Financial Planning

• Retirement Planning

• Charitable Planning

• Tax Planning

• Investment Strategy

• Current Plan Reviews

We provide the following types of non-discretionary investment advice and services:

• Investment Strategy & Policy

• Asset Allocation

• Money Manager Selection

• Active

• Passive

• Risk Management

• Performance Measurement

• Tax Efficient Strategies

• Current Portfolio Reviews

We market the following types of investment products:

• Mutual funds

• Exchange Traded Funds

• Securities

Our minimum asset requirement for our investment services is:

• $100,000

Our minimum net worth requirement for our planning services is:

• $100,000

Our primary professional association memberships include:

• FPA

Insurance Services

Firm professionals and support staff:

Number of insurance professionals: 2

Number of support staff: 2

We hold the following active insurance licenses:

• Life

• Annuity

• Long-Term Care

• Disability

You can view our compliance record for insurance services and products by going to our state's Insurance Commissioner website:

• http://www.naic.org/state_web_map.htm

We market the following types of insurance products:

• Life Insurance

• Annuities

• Long-term care

• Disability income

Business Practices

Our method(s) of compensation are:

• Asset-based fee (Percent of assets)

• Hourly fee

We provide services to remote clients over the telephone and Internet

We provide the following types of information services:

• Monthly reports

• Quarterly reports

• Annual reports

• Market Letters

• Newsletters

We generally respond to client calls or emails:

• The same business day (If call or email is received in the AM)

Certification:

We certify all of the information in our firm profile is accurate, complete, and up-to-date.

Firm: Collier, Sustainable Wealth Management

Most Recent Update: December 20, 2008

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Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.