Edward Collins, JD, CFP®, AAMS, RFC
Wealth isn't what happens to you. It's what you design.
Founder, President & CEO of Uplevel By Design, LLC. Nearly thirty years in tax, estate and business law, financial planning and wealth architecture. In the Game of Wealth, both a player and a coach.
The origin
It started in a public library.
Before the platforms … before the education reached an audience in the millions … Edward Collins was running financial-literacy workshops in public libraries. Not for wealthy clients. For ordinary people.
He taught them the same strategies the ultra-wealthy had used for over a century. Not in a boardroom. Not on a stage. In a library, with a whiteboard and a room full of people who deserved better than what the internet's financial gurus were handing them.
Information leads to education. But education by itself doesn't lead to transformation. The only thing that leads to transformation is taking action.
Uplevel By Design was built on that conviction … not a coaching company, not a content brand. A wealth-architecture firm that teaches, then executes.
The path
One integrated firm, built in order.
Every company Edward built answered a need his Clients kept raising. Together they became one coordinated firm.
01
Department of Justice
Early career
Sees behind the curtain of enforcement and government systems … and learns quickly that government work is not for him.
02
Financial planning and investment advisory
1998
Begins in financial services, building the foundation in planning and professional investment management.
03
Certified Financial Planner®
CFP®
Deepens the work in multi-generational estate planning, advanced financial planning and investment management for high-net-worth families.
04
Tax, bookkeeping and Fractional CFO practices
The firms
Launches a tax practice grounded in strategy rather than compliance, a bookkeeping firm so owners master their numbers, and a Fractional CFO business for owners not yet ready to hire one.
05
Quasi-retirement
2014
With companies that run without him, steps back to travel with his wife, start a family and work through a bucket list.
06
Seton Hall University School of Law
JD
Earns the Juris Doctor, adding legal grounding to the planning and wealth-management credentials. The combination becomes the foundation of the integrated approach.
07
Rebuilds the platform
2019
Returns with a renewed mission and begins evolving Uplevel By Design into a fractional, virtual, multi-family office.
08
Education at scale
2023
Grows from fewer than 6,000 followers to millions across platforms … credentialed, substantive and organic. No paid promotion.
09
Uplevel By Design, LLC
Now
Leads the firm serving self-made business owners through coordinated asset protection, tax reduction, wealth accumulation and intentional legacy.
Every chapter added a discipline. The Real Wealth Matrix™ is where they meet.
Education at scale
Millions learned the rules here.
The same education that started in a library now reaches millions … credentialed, substantive and organic. Follow along, then meet us in the room.
One way to begin
Meet us in the room.
The Workshop On Tax Reduction
A live working session on tax reduction. It's the first step in your four-pillar journey to generational wealth creation.
