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Do you feel like a number rather than a person?
We provide independent advice. We work with you, face to face, to figure out what you want and how you can get there. The comprehensive platform we offer means there are options for investors of all types – individuals, businesses, foundations. You know where your money is, where it’s going, and why. We treat your money the way it deserves to be treated.
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From our blog
The New Year is symbolic in many respects. It gives you a chance to start fresh and set some goals that can improve your life in ways large and small. But if you’re like many people, familiar resolutions like “lose weight” or “go to the gym” slowly fade into darkness...read more
November was another strong month for the markets, but Commonwealth CIO Brad McMillan discusses whether political uncertainty in Washington is a...read more
After years of dutiful payments, you find yourself in the enviable position of having enough accumulated savings or discretionary income that you could aggressively pay down—or completely pay off—your mortgage. But should you? Are there better ways to ensure your...read more
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