Edward Collins, JD, CFP

Generational Wealth Architect

Freedom Has A Framework!

TAKE THE MONEY LEAKS ASSESSMENT

ACCESS THE "GAME OF WEALTH" TRAINING

"Nearly 30 years designing and deploying generational wealth systems across tax, estate, business, and investment operations. Lawyer. CFP®. Operator. Investor. Tested-In-The-Trenches Strategies Only!"

I Help High Income Earners:

Business Owners
Tighten entity design. Optimize elections. Install governance.

W-2 Professionals
Turn earned income into durable wealth. Leverage defendable advantages.

Real Estate Investors
Own nothing. Control everything. Document participation. Get defendable benefits.

4 Pillars To Generational Wealth:

Asset Protection: There are many enemies at the gate ... the have nots wanting what the haves have. Smart high earners begin with building a solid fortress for their wealth.

Tax Reduction: The IRS is not your Silent Partner. They are your Money Leak Parasite. If you are anything like me, you know that real wealth begins with holding on to more of every dollar that enters your enterprise.

Wealth Accumulation: If you don't give your dollars a job, they become the employee of someone else. Critical Capital Allocation Decisions are the difference makers in the Journey of Real Wealth Creation.

Intentional Legacy: You're working really hard to build your wealth. Those in the know ensure that the ultimate beneficiary of your hard work are the people and the causes you care about. Not the Government!

"We don't chase money. We engineer it. Legally. Ethically. Intelligently."

Building Real Wealth Systems For High Earners In The US

I'm a lawyer, CFP®, and serial entrepreneur. My work integrates law, finance, and operations so you protect your entire enterprise from this day forward, keep more of every dollar you work hard to create, put those dollars to work prudently, and pass it all on ... intentionally.

3 Decades Strong

For nearly 30 years I've led clients through the Real Wealth Matrix™ Framework ... Asset Protection, Tax Reduction, Wealth Accumulation, and Intentional Legacy. I founded a Private Wealth Management Firm in 1998 and later added an Accounting and Tax Practice and a Fractional CFO Company to add integrated services to those high income earners in the United States who are looking for a trusted guide in their journey of generational wealth creation. With the addition of a front-end Coaching & Consulting Practice in 2021, the Fractional Virtual Family Office, UPLEVEL BY DESIGN, was born.

We guide our Clients in a practical, court-tested approach to Generational Wealth Creation ... no fads, no gray-area schemes. If you're earning real money, UPLEVEL BY DESIGN is perfectly positioned and expert in assisting you to shield your assets, stop the money leaks, and build something that endures.

"Generational Wealth Creation is a Game. To win, you must: Outsmart, Outstructure, and Outlast!"

Frequently Asked Questions

Is this legal, tax, or financial advice?

We help to design the right infrastructure for your long-term objectives. We also assist in implementation with the coordination of outside professionals, as well as offering those in our Coaching & Consulting Programs access to our Done For You services as well. At the very least, we do not replace your existing Team of Advisors should you wish to keep them on board. We make them more effective.

Who is a fit?

US-Based High Earners: Business Owners, W-2 Professionals, and Real Estate Investors. If you earn more than $500,000 per year and you want tested-in-the-trenches tools, techniques, templates, and tech that can assist you in Getting UPLEVELED ... and you want accountability and a trusted guide in your Journey Toward Generational Wealth Creation ... You should apply to work with me and my Team of Professionals.

How fast do I see value?

Most see clarity immediately. Tangible wins typically land in Weeks 4 to 8 as we install foundations and operating cadence. Then it's about tactic selection and implementation, and iteration toward long-term objectives. Over the past 3 decades, we've consistently seen Financial Freedom achieved within years 5 to 7.

What does it cost?

We offer premium, outcome-oriented engagements. We frame investment against documented leakage and defendable opportunities. With a variety of Programs and Services, we are positioned to meet High Income Earners where they may be in their overall Journey. To uncover your customized investment, you would need to meet with one of our Program Specialists, who are expert in determining fit.

How do we work together?

The first step is to jump into our Money Leaks Assessment. Determine what your current state is and then see if it makes sense to you to want to dive deeper. Then, we typically encourage you to jump over into one of our Free Trainings or Register to attend one of our Upcoming Workshops. Those who take that route are afterwards invited to apply to work with us if they believe they may be a fit.