SERVICES | Overview

Individuals
Our focus is on helping individuals best achieve financial goals. Some of the services we offer directly and through affiliates include:
  • Financial assessments
  • Financial planning
  • Investment advice
  • Portfolio construction and management
  • Insurance
We seek to work with clients on an ongoing basis to help them achieve their financial goals. Through regular performance evaluations and portfolio updates we can make helpful changes to incorporate new information, changes in client circumstances, and monitor their performance and make adjustments to their plan and portfolio as situations dictate.

Corporations
Since managing qualified plans and administering retirement savings plans is not a “core competency” for most firms, we seek to help corporate clients understand their needs and help them obtain the best possible services and products to fit their particular situation. Examples of services we can help corporate clients with include:
  • 401K and qualified plans
  • Fiduciary services and advice
  • Group benefits
  • Wealth management solutions for executives and employees
Institutions
We understand the complex needs of institutions and can help develop solutions to meet those needs. Our services for institutions include:
  • Developing investment strategy and investment policy statement
  • Investment advisory consulting
  • Endowment investment management and fiduciary services
  • Qualified plans for employees
  • Group benefits
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This communication strictly intended for individuals residing in the states of CA,CO,CT,DE,FL,GA,ID,KY,LA,MA,MD,ME,NE,NH,NM,NY,RI,VA,VI,VT. 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.
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