We are a boutique independent wealth management firm serving the aspiring affluent
Reach Your Milestone
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.
Ready to start a conversation?
From our blog
Market Thoughts for July 2018
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for June. It was a mixed month, as U.S. markets went down with the Dow and up with the S&P 500 and the Nasdaq. Bond markets pulled back a bit on rising rates. There was...
read moreNew Developments in the Public Service Loan Forgiveness Program
The Public Service Loan Forgiveness Program (PSLFP) began in 2007 with a simple idea: provide debt relief to borrowers in critical but often low-paying careers after they make 10 years of timely student loan repayments. The U.S. Department of Education cited law...
read moreMarket Thoughts for June 2018
Brad McMillan, Commonwealth's CIO, recaps the market and economic news for May. It was a good month, continuing the recovery from the pullback we saw at the start of the year. In the U.S., markets were up almost across the board. Consumers continue to spend, and...
read more
This communication strictly intended for individuals residing in the states of CO, CT, FL, MI, OH, PA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor.
