Matthews Office

119 South Trade Street,

Suite 101
Matthews, NC 28106

How We Help Your Advisor

Advisors look to Commonwealth to provide the same level of service that you expect from them as a client. We've built an infrastructure that frees advisors to be the best they can be by offering: 

  • Access to a comprehensive selection of investment choices
  • Objective research from our subject-matter experts
  • A holistic technology platform built with and for advisors
  • A low advisor-to-staff ratio for prompt and friendly service
  • Education resources that keep your advisor in the know

What Does This Mean for You?

The tools and guidance we provide to your advisor help them offer the best service to the clients they work with—that's you. Here's how the Commonwealth infrastructure works hard to support your advisor’s relationship with you: 

Investment choice

Get access to whatever you need to pursue your financial objectives because your advisor is free from proprietary product pressure.

Technology

See a comprehensive, holistic picture of your overall financial life through a technology platform we built with and for advisors and their clients.

High-touch service

Receive prompt answers and creative solutions from your advisor because that's exactly what they receive from us.

Subject-matter expertise

Take advantage of our specialized teams that serve as an extension of your advisor's office, providing guidance on everything from stocks to social security.

Continuing education

Benefit from an advisor who is continually learning from industry peers as well as through our conferences and events.