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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.
About us
person experiencing freedom

Who We Help

We serve a variety of clients across diverse backgrounds.

Our team is committed to creating plans that help you live a life full of meaningful experiences. We help all sorts of clients — from individuals and their families to business owners and medical professionals — and have the expertise to craft our plans to help meet your goals.
Individuals & Families

Individuals & Families

We help individuals and their families construct plans to incorporate everything from education and estate planning to risk protection.
Business Owners

Business Owners

As a business owner, it can be tricky to balance stability with your goals for growth. We help construct plans to optimize your business’s value.
Medical Professionals

Medical Professionals

We help medical professionals navigate a unique set of debt and liability considerations that they need to keep in mind in addition to their demanding professions.
Family Offices

Family Offices

In family offices, planning is crucial. We understand how your assets and income will affect both your personal and business life and plan accordingly.
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.
How we help

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
Join the team

Connection

To us, advising is more than just money and strategic plans

It’s about the connections we make within our team and with our clients. We make sure to extend those connections even further by hosting events and connecting with the community around us.
team community outreach

Community

It is our desire to be faithful stewards, and we are compelled to share our resources and talents with others who are in need. Check out our community page to learn more.

Our impact
Couple enjoying an oyster roast

Events

We host all sorts of events to foster a sense of community and connection within our team and with our clients. Check out our events page to learn more about upcoming events.

Our events
team members walking through office

Meet our team

Our team approach to advising ensures you have access to our full capabilities and all the knowledge and resources we offer. Learn more about the depth of experience we offer every client.

Our team