OUR FOUNDATION – COMMONWEALTH FINANCIAL NETWORK®
Just as our clients are free to choose the advisor they believe is best suited to help meet their needs, our firm benefits from the same freedom in selecting a broker/dealer. We have chosen to affiliate with Commonwealth Financial Network® (Commonwealth). Commonwealth is the largest privately held Registered Investment Adviser-broker/dealer in the country, with $114.4 billion* in total assets and more than 1,710 affiliated advisors.
Unlike traditional Wall Street firms, Commonwealth doesn’t produce or market proprietary investment products or impose sales quotas on its advisors. Because it is independently owned and operated, it is free to act in the best interests of its advisors and their clients rather than on the demands of shareholders. We, in turn, can act in our clients best interest, without the pressure to promote a particular product or strategy. The client-centric values we share with Commonwealth—along with the firm’s continually expanding resources—mean we are all working toward the same goal: to provide our clients with exceptional guidance, products, and service.
**As of 12/31/16