Welcome to Commonwealth's website. We are an independent financial planning and asset management firm in Pittsford, New York, that is committed to helping our clients establish and maintain their financial goals. We built our firm on the principle of working with clients to find solutions to the financial issues that are most important to them. As our client, your goals become the focus of our efforts; we are committed to you and what's important to you.
Through our partnership with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer, we provide access to a full range of wealth management strategies and solutions—from investments and insurance to tax and estate planning—along with the expertise and experience to match them to your needs at any stage of your life.
This independent partnership ensures our objectivity and autonomy so that you will always know our advice is based solely on what is right for you.
If you're a client, you'll find links to:
- Access your account
- Schedule meetings with us
- Get up-to-date information about the markets
- View useful resources that can help you be a more informed investor
If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us:
Lew Jones, Kathryn Korol, Stanley McCormack, and Daniel Pennise.
Our clients come to us with a broad range of financial needs and concerns—whether it's individuals saving for retirement or business owners looking to implement a retirement plan, we can help.
Our clients' financial success reflects our personalized approach, expertise, and extensive experience—we have more than 25 years, on average, of financial planning experience. Please contact us to learn more about how we can help you.
We appreciate your interest in our firm and sincerely look forward to working with you.