Helping Clients Grow &
Protect Wealth Since 1985

OUR COMPANY - Commonwealth's Capabilities

Our Registered Investment Adviser–broker/dealer, Commonwealth Financial Network®, has a vast infrastructure that is built around doing whatever it takes to deliver everything advisors need to serve their clients. The firm’s always–expanding resources help ensure that we can deliver the best possible guidance and the prompt, personal service you expect and deserve.

  • Investment choice. Commonwealth provides us with an open investment platform, which gives us access to the complete universe of solutions from which to recommend the best choices for you based on your financial objectives, personal investment style, and risk tolerance.
  • Breadth of expertise. Dozens of experts in estate planning, taxation, risk management, business planning, charitable giving, and retirement planning are available to consult with us to ensure that the recommendations we make are the right ones for your financial situation.
  • Service. The firm’s advisor-to-staff ratio is one of the best in the industry. This means that staff members attend to us promptly, execute transactions quickly and accurately, and, in general, offer first-class service to help us provide the same to you.
  • Technology. Commonwealth’s secure, web-based platform allows us to efficiently and easily manage all aspects of your financial life and offer you easy access to your accounts through our website.
  • Access to top management. Commonwealth’s business model and corporate culture allow us open access to the firm’s 13 managing partners, who have an average tenure of more than 24 years and a hands-on approach to day-to-day operations. The availability of this depth of knowledge translates directly into better, faster, more informed decisions for you.

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