Relationship with Commonwealth
Our Partnership With Commonwealth Financial Network
We are proud to partner with Commonwealth Financial Network. Commonwealth is a Registered Investment Advisor that helps independent advisors like us serve our clients behind the scenes.
Commonwealth, like us, is independently owned and managed. This means the firm can act in the best interests of its financial advisors and our clients—not shareholders. Our partnership with Commonwealth supports our commitment to remain
free to act in your best interest, without any pressure to promote proprietary products or strategies.
Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. It’s that infrastructure–and the always expanding wealth of resources it provides–that makes it easier for us to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms 11 Times in a Row.”
But it’s what that achievement means for our clients—on a daily basis—that makes the difference.
Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com for more details.
Committed to helping those in need
Commonwealth’s commitment to service does not end with its advisors and their clients. For more than four decades, the firm has been dedicated to serving the communities where its employees and affiliated advisors work, live, and visit. Its charitable foundation, Commonwealth Cares, works to provide contributions of time, talent, and financial support to a wide range of philanthropic causes. That kind of dedication to the greater good is just one more reason we’re proud to be affiliated with Commonwealth.
If you’d like to know more, we’d be glad to talk with you further or answer any questions you may have about our affiliation with Commonwealth. Just ask!
Technology
Commonwealth’s technology platform is a critical component in our ability to keep you on track with your financial goals. Its integrated web-based systems allow us to more efficiently manage your portfolio and your overall financial life.
Choice
Through Commonwealth, we have access to robust, independent market research, financial planning expertise, and a wide universe of investment options—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans.
Service
The firm’s advisor-to-staff ratio is one of the best in the industry*. This means staff members answer our calls promptly, execute transactions quickly and accurately, and, in general, offer our firm the same highly personalized treatment we strive to give you.
*Based on the number of producing advisors as of December 31, 2023, when compared to competitor metrics published by InvestmentNews and FA Mag.
Security
Commonwealth excels in its commitment to safeguarding your privacy and ensuring that your personal data remains secure. From encryption standards to disaster recovery plans and other measures the firm employs, we are confident that the information our clients entrust us with will remain secure.
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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
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