119 South Trade Street
We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients. Commonwealth manages total account assets of $232.5 billion.1
Independent, just like usCommonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients—not shareholders. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.
How Commonwealth helps us help youJ.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.”2 But it’s what that achievement means for our clients—on a daily basis—that makes the difference.
Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. It's that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for us to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
Committed to helping those in needCommonwealth's commitment to service does not end with its advisors and their clients. For more than four decades, the firm has been dedicated to serving the communities where its employees and affiliated advisors work, live, and visit. Its charitable foundation, Commonwealth Cares, works to provide contributions of time, talent, and financial support to a wide range of philanthropic causes. That kind of dedication to the greater good is just one more reason we're proud to be affiliated with Commonwealth.If you'd like to know moreWe'd be glad to talk with you further or answer any questions you may have about our affiliation with Commonwealth. Just ask!
1 As of 12/31/20
2 Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, 2020, and 2021 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.