WEALTH MANAGEMENT SERVICES FOR AFFLUENT & HIGH-NET-WORTH

Wealth management and financial planning for high-net-worth individuals portrait concept of mature businessman standing in office hallway with digital tablet.

ADDITIONAL SERVICES

In addition to investment and wealth planning, we can also assist with connecting you to services that will meet a wide variety of your other financial needs. These include:

  • Lending solutions
  • Access to a trusted network of estate planning attorneys through the American Academy of Estate Planning Attorneys
  • Corporate trustee partners to take on key fiduciary rules as a neutral third party
  • Analysis of equity compensation awards and executive benefits

1.Commonwealth maintains a referral relationship with the American Academy of Estate Planning Attorneys (AAEPA). The partnership is not an endorsement of any specific AAEPA attorney. AAEPA and its estate planning and legal services are separate and unrelated to Commonwealth and its financial advisors. Carefully consider your specific situation before selecting an attorney.

2.Commonwealth does not offer 401(k) or defined benefit plans.

Commonwealth Financial Network® does not provide legal or tax advice. Various investing, estate, and tax planning strategies are subject to risk amongst other important considerations. You should consult a financial, legal, or tax professional regarding your individual situation. There is no assurance that any strategy will be successful.

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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.


Securities offered through Commonwealth Financial Network ®, member FINRA/SIPC, a Registered Investment Advisor. Advisory services and financial planning offered through Global Wealth Advisors are separate and unrelated to Commonwealth.Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.