Overview

Service to Support Your Goals

At Commonwealth, we provide the highest level of financial service to our clients. Our service is advice, and advice can be no better than the knowledge and experience of the people providing it. We set the highest standards for ourselves and are not comfortable leaving your financial well-being to chance. Each of our advisors is an expert within the industry who makes it a point to know you and your goals. Together, we offer a full range of financial management strategies for individuals and families, businesses, and not-for-profit organizations.

Individuals and Families 
You will face many complex financial issues over your lifetime. No matter what your level of wealth or knowledge, we can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a plan customized to your needs.

Our wealth management services for individuals and their families include:

  • Financial planning and investments
  • Retirement planning and income distribution strategies
  • Education funding
  • Tax planning
  • Insurance planning and risk management
  • Long-term care planning and elder issues
  • Estate planning and inheritance issues

Businesses 
As a business grows, its financial demands become increasingly complex. We can use our extensive knowledge and experience working with business owners to help you structure a solid financial plan.

Our broad range of services for businesses include:

  • Retirement plan design and management
  • Investment advisory services
  • Succession planning
  • Buy/sell insurance
  • Key executive benefits
  • Risk management strategies
  • Employee benefits
  • Employee education and communication

Not-for-Profit Organizations 
We will work with your finance and investment committee to develop an investment strategy that meets your organization's risk tolerance, goals, and objectives and incorporates your mission statement.

Our services for not-for-profit organizations include:

  • 403(b) plans
  • Socially responsible investing
  • Charitable gifting
  • Donor-advised funds
  • Employee education and communication

Whether for an individual, a business owner, or not-for-profit organization, we will create a customized action plan that will simplify the complexities of your finances by focusing on managing your money in a systematic way for the long term.
 
Our goal is to support your financial goals.