A Community of Professionals Supporting Professionals
By joining the Commonwealth team, you gain access to the entire network and all of our support and resources while still remaining independent. We’re here to make sure you have what you need while still maintaining the freedom to build your practice the way you want.
A Diverse Range of Skills and Specialties
An added bonus to our extensive network of professionals is the depth of experience built across the team as a whole. We have everyone from newer advisors to advisors who have been in the industry for decades, and this creates a unique and balanced perspective on advising.
A Streamlined Process for Advisors on Our Team
We recently made the move to Cetera, not only to extend our network of advisors even further, but also to incorporate seamless website integration and streamlined content, campaigns and social media strategy. This strategic relationship means we can offer industry-leading tech and powerful, yet personalized, support for the advisors on our team.
We know that managing a team can be a struggle. This is why we offer human resources support to give you a hand. We can help with everything from hiring to developing your existing staff, or we can even come up with compensation and benefits packages for your team. Whatever support you need for your team management, we’ve got your back.
Keeping track of back-office support while also managing your clients and their needs can be a lot. We've got you covered. We help with processes from advanced portfolio management, to reporting and analysis, and even operational processes. We’re here to keep your business running smoothly and increase your capacity to focus on what matters: your clients.
Are you wanting to expand into new markets, improve client retention, or otherwise develop your practice? We can help. We're equipped to help advisors like you build sustainable practices that both encourage the growth of your business and provide value to your clients for the long-term.
An organized client onboarding process is key to a successful practice. Our support team has all the resources you need to build strong relationships with clients, starting from the foundations built at the beginning of the advising process. We’ll help give your clients a more seamless experience.