What’s most important to you in life?
Let us help you plan for it.
Independence
Unlike some advisors, we’re free to make recommendations based on what’s right for you, without pressure to promote proprietary products or strategies.
Research
We have access to knowledge that spans the breadth of wealth strategy and enables timely insight into market opportunities, so we always have our finger on the pulse of financial markets.
Partnership
Building long-term relationships is our priority, so we start by taking the time to understand our clients personally and then carefully chart a course for your financial journey.
Technology
Through Commonwealth’s sister firm, Advisor360°, we provide an integrated technology platform that gives you 24/7 access to your investment information and worldwide financial markets.
No matter where you are in your financial journey, we’re here for you.
We provide strategic counsel and big-picture perspective that empower clients like you to realize their goals. We offer all the products and services you’d expect from a full-service wealth management consultant, along with powerful technology and outstanding service.
Indispensable Service
Commonwealth works tirelessly to ensure that we can run our practice our way, and they’ve delivered for more than 40 years.
Financial Independence
Commonwealth remains privately owned, so our business needs come first, not the needs of shareholders or stock prices.
Personal Development
Commonwealth puts employee satisfaction first and foremost. If a business is only as good as it’s people, our practice—and you— are in good hands.
Giving Back
Philanthropic partnerships that have endured for decades or random acts of kindness—serving the communities where we live, work, and visit is more than what Commonwealth does, it’s part of who they are.
Fun
Commonwealth does what they love, with people they love, for advisors and clients who share their values.