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Unlock the financial future you envision.

Step into your purpose, using money as a tool to help you experience more of the life you want to live.

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About Us

Dedicated to helping clients live a life full of meaningful experiences.

From advanced planning tactics to the comprehensive services we offer, our team at Commonwealth is equipped with the skills and experience necessary to help just about any client who approaches us live meaningful, fulfilling lives.
person experiencing freedom
young couple at home

How We Help

We offer a variety of skills and services to meet your needs.

We work to achieve your vision, based on your values. From comprehensive financial planning to personalized consulting, our team takes a strategic approach to help you unlock the confidence to experience more of the life you want.

From our team

The Commonwealth experience is about helping clients uncover what truly matters most to them, and then aligning the right actions to achieve those outcomes.
Paul Newell
Financial Advisor
Every day, I'm proud to be part of a dedicated team that combines expertise, synergy, and a shared commitment to help exceed client expectations.
Emily Welsh FPQP®
Financial Paraplanner
I enjoy working with business owners because they often share similar attributes including passion, a strong work ethic, and determination to achieve success.
Todd Turner CEPA®
Financial Advisor
I absolutely love coming to work here! Our commitment to serving our clients and each other is why I consider working here as an adventure and not just a job.
Kristin Schwalbe
New Business Processor
Our exceptional team is dedicated to providing customized service and competitive solutions, ensuring our clients' financial goals are our shared mission.
Lindsay Loignon
Financial Advisor