• Investment Research
• Advanced Planning

Since 1979, Commonwealth has enjoyed a stellar reputation among the advisors it serves. Among the many reasons are:

• Commonwealth is extremely selective, turning away more than half of the advisors who want to partner with it. The firm seeks to partner with advisors with an exemplary compliance history; a prudent, balanced approach to investing and managing assets; and a highly personalized way of doing business.
• Commonwealth excels in its commitment to safeguarding your privacy and ensuring that your data remains secure. Its encryption standards, redundant data centers, and disaster recovery plans make us confident that the information you entrust us with will remain well protected.

• Commonwealth clears, or processes, your account transactions through National Financial Services LLC (NFS), a Fidelity Investments company. Like Commonwealth, NFS is an industry leader with a long and stable history of customer service excellence in handling every trade, statement, report, and myriad other transactions.

• The firm’s Compliance team offers a flexible, responsive framework that allows us to understand what various industry regulations mean and how to work within them to achieve your goals.

Commonwealth has a vast infrastructure that is built around doing whatever it takes to deliver everything advisors need to serve their clients. The firm’s always expanding resources help ensure that we can deliver the best possible guidance and the prompt, personal service you expect and deserve.

• Investment choice. Commonwealth provides us with an open investment platform, which gives us access to the complete universe of solutions from which to recommend the best choices for you based on your financial objectives, personal investment style, and risk tolerance.

• Breadth of expertise. Dozens of experts in estate planning, taxation, risk management, business planning, charitable giving, and retirement planning are available to consult with us to ensure that the recommendations we make are the right ones for your financial situation.

• Service. The firm’s advisor-to-staff ratio is one of the best in the industry. This means that staff members attend to us promptly, execute transactions quickly and accurately, and, in general, offer first-class service to help us provide the same to you.

• Technology. Commonwealth’s secure, web-based platform allows us to efficiently and easily manage all aspects of your financial life and offer you easy access to your accounts through our website.

• Access to top management. Commonwealth’s business model and corporate culture allow us open access to the firm’s 13 managing partners, who have an average tenure of more than 25 years and a hands-on approach to day-to-day operations. The availability of this depth of knowledge translates directly into better, faster, more informed decisions for you.