Let's create a roadmap to take you where you want to be.
With offices located in NJ and MD, we use comprehensive financial planning to help our clients make informed choices about their money. We focus on values to assist with cash flow management, tax planning strategies, college funding strategies, wealth and investment management, and retirement and estate conservation strategies. If you own a business, we can help with your employee benefits package, retirement plans, financial education for your employees, and business succession planning.
You will work with a team of financial planning professionals to develop financial and risk management strategies.
We believe in integrating the six key areas of financial planning: Estate Planning, Retirement Planning, Wealth Accumulation, Investment Planning, Risk Management, and Financial Positioning. All of these areas are integral to achieving your personal financial success.
Stay up to date on the economy and markets with perspectives from our CIO, Brad McMillan, and other members of Commonwealth's Investment Management and Research team.