About Us | Our Team

A truly collaborative team of financial advisors, financial planners, and investment experts, we’re adept in helping you tackle a broad range of needs — from retirement income, education, estate, tax and insurance planning to the efficient management of tax-smart investment portfolios. Additionally, the Commonwealth team consists of more than 45 professionals with the CFA®, CFP®, ChFC®, or JD certification/designation. These experts act as an extension of our own team; supporting us in delivering tailored guidance. Working together collectively, we’ll help ensure that even the smallest details of your financial life are properly addressed.
Read more about us in the press→