Our Registered Investment Adviser


Unlike traditional Wall Street firms, we partner with Commonwealth Financial Network who serves as our registered investment advisor (RIA). They do not produce or market any proprietary investment products, nor do they impose any sales quotas on us. And so, helping us meet your needs is the only motivating force—and that is the way it should be.

Through our partnership with Commonwealth, we are provided access to all national exchanges, as well as to a full range of investment products and services.

Commonwealth’s goal is to ensure that we are able to direct the maximum amount of energy possible toward our role as financial advisors. It makes this feasible by supporting us with:

Commonwealth’s continual investment in leading-edge systems strives to provide superior account processing and management, as well as access to critical data.

In-house experts at Commonwealth pore over vast amounts of financial data to offer advisors an additional perspective on investment decisions.

Professional Education
Commonwealth provides advisors a rich curriculum of technical seminars and educational programs reflecting the best practices in the growing complexity of financial issues.

Account Support
Through consolidated monthly statements, online account access, and Commonwealth’s Service Center, we can provide you with all the information you’ll ever need.

In today’s complex economic environment, investment decisions vital to your economic security are far too important to be ignored or left to a machine—or to anyone whose primary responsibility is not you, the investor.