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
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for September. It was a mixed month: the S&P and Dow did well, while the Nasdaq pulled back on weakness in technology. But for the quarter as a whole, all three...read more
A major risk to both businesses and individuals, social engineering involves the exploitation of our very nature. Specifically, criminals use social engineering techniques to elicit feelings of fear, uncertainty, pressure, and excitement in the hope that we will...read more
https://vimeo.com/288162908 Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for August. It was another good month here in the U.S., with the stock market up across the board. The economy, consumer confidence, and hiring all continued to grow....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.