Collop Capital

Nov 2025

My wife and I have been meeting with Rich and/or Collup Capital since we got married almost 20 years ago and needed to combine our financial assets. During that time, we were able to build a well-rounded financial plan that has allowed us to retire earlier than we ever thought possible. We trust not only his advice and expertise in finance and investments, but recommendations and referrals to help fill gaps in insurance coverage and estate planning as well.

We have recommended Rich and Collup Capital to friends and family in the past and will continue to do so in the future.

Oct 2025

Rich and team have been great. Have guided us well since we started working with him in 2017. Matches his investments based on our desired risk profile. Helps us think about the things we hadn’t considered in retirement!

Oct 2025

My wife and I have been Collop Capital clients for over 10 years.

Their knowledgeable staff has been instrumental in helping us achieve our retirement goals. Their guidance with the navigating of an inherited IRA account was extremely valuable.