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.