How We Work
We aim to offer extraordinary value and service.
We work on behalf of a select group of clients who are intentional about planning and investing, and for whom we feel we can add extraordinary value and service.
We offer a wide array of financial services through our broker/dealer and registered investment adviser, Commonwealth Financial Network®. One of the most important advantages we offer is the ability to tailor your holistic plan to your needs, both now and in the future. You may find that this high degree of customization gives you more confidence and increased financial clarity.
For this reason, you will not find a standardized list of packages and fees on our website; we prefer to start with your objectives and work collaboratively to develop a plan to address them.
Everything we offer begins with a phone call.
We enjoy and excel at speaking with individuals about their specific financial needs and goals, and hope you will take the initiative to contact us to discuss your present situation.
We ask you to open the conversation by phoning us at