Welcome to the Power of Partnership
You have a vision as an independent financial advisor. Realize it with a partner that puts you first and powers you forward with sophisticated solutions, specialized consulting, and intuitive tools.
Expertise to Evolve Your Business
Get the support and guidance you need to build the practice you've always envisioned.
Accelerate Your Growth
Tap into intellectual capital, targeted marketing strategies, and tailored development programs to join the ranks of the industry's most productive advisors.
Streamline Your Operations
Get back more of the time you need to focus on what matters most.
Transition Your Way
You've decided to make a change. What happens next? We'll take care of the details so you can take care of your clients.
Resources
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Guide
Friday, November 22, 2024 CommonwealthUnlock Your Path to Independence: Master Client Retention as You Transition
There’s a lot to plan when starting your own firm, including how you’ll communicate with and carry over your clients. These eight steps will help guide your client interactions before, during, and after transition. -
Guide
Monday, August 19, 2024 Commonwealth11 Estate Planning Missteps (and How to Avoid Them)
As you help your clients navigate their estate planning journey, you’ll need to be aware of potential pitfalls that can derail their intentions and wishes. Download this guide to help you anticipate common missteps before they become roadblocks. -
Guide
Tuesday, May 14, 2024 Commonwealth5 Steps to Tailoring Estate Planning Strategies
No two clients are alike, and neither are their estate planning needs. Digging into the intricacies of each client’s situation is key to tailoring solutions that align with their goals and values. -
Infographic
Thursday, April 11, 2024 Commonwealth7 Ways to Position Yourself to Serve High-Net-Worth Clients
As the wealth landscape evolves, the number of high-net-worth individuals is on the rise. And that means financial advisors who can cater to their complex needs will be in high demand. Are you prepared to meet the challenge? -
Guide
Tuesday, February 13, 2024 CommonwealthRecruiting and Mentoring Next-Gen Advisors: A Q&A With Commonwealth
Are you eager to secure long-term growth for your practice? If so, consider adding a next-gen advisor to your team. It’s a strategic move that can open new doors to both client and revenue growth. -
Guide
Wednesday, January 10, 2024 CommonwealthHow to Embrace M&A and Leverage Inorganic Growth
The road to M&A is fraught with questions. Whether you’re a solo advisor or part of a large enterprise firm, we’ll walk you through M&A planning best practices that will help you leverage inorganic growth in any stage of your business. -
Guide
Thursday, November 9, 2023 CommonwealthCreate Successful Connections Using Client Personas
Personalize your marketing strategy to attract and retain the clients you want to serve. -
Guide
Wednesday, August 23, 2023 Commonwealth7 Key Risks to Avoid in Your Financial Advisory Practice
Clear a path to long-term success with actionable tips to help you evaluate your firm’s potential liability. -
Guide
Tuesday, May 30, 2023 CommonwealthIdentifying Inflection Points in Your Business
Whether you run a solo practice or a multiadvisor firm, if you’re looking to take your business to the next level, it may be time to take stock of where you are and decide if you’re at a critical growth juncture.
Meet Our Advisors
Commonwealth was built one advisor at a time. See yourself here, whether your business model is 100 percent advisory, dually registered, RIA, or something in between. Let's build your story—together.
Oscar learned the value of helping others from his dad and carried that attitude into his career as an advisor, which led to great things. Watch the video below to hear his story.
Jeff is not your typical advisor. While others may tell clients to save money, he encourages them to spend more of it. He believes they can build a plan that allows them to enjoy life, both now and in their golden years. This mindset is what led him to the industry and continues to drive him after more than 20 years.
With a degree in math and finance and a will to succeed, Marianna accepted a job on Wall Street. But a compelling conversation with her dad's financial advisor inspired the belief that wealth management could be more than just balance sheets and positive returns. Now, she dedicates herself to sharing financial insights and empowering clients to make better choices for themselves.
After his grandmother had a dissatisfying experience with her financial advisor, Chad consulted with a college professor who encouraged him to enter the industry. Now, he thrives on creating long-lasting relationships and navigating clients through market turmoil.
Leadership
Joseph Deitch
Founder and Chairman
Wayne Bloom
Chief Executive Officer
Trap Kloman
President and Chief Operating Officer
