Commonwealth Financial Network

Are you looking to maximize your time with clients? We’ve got you! From marketing and operations support to fintech and investment management, Commonwealth has sophisticated business solutions that give you time to do what you do best: run your business efficiently while elevating the client experience. Learn more about our offerings here: https://bit.ly/4e33JqK #commonwealth #financialadvisor #independentfinancialadvisor

❗ This one is for you, retirement plan advisors. Traditional workplace 401(k) retirement plans provide a natural segue to wealth management opportunities. Plan participants often have more extensive financial planning needs that aren’t being met, which is where advisors like you come in. Read our latest blog that covers how this dynamic duo can help you unlock access to a larger client pool, discover new investment avenues, and grow your assets under management. https://bit.ly/3RfMoRM #commonwealth #retirement #financialadvisor

In a recent Wealth Solutions Report interview, our own Kristine McManus, CRPC®, chief advisor growth officer, explains that “Next Gen advisors are looking to build careers not just at any firm, but at a firm that reflects their values. They want to make a difference both personally and professionally, and firms that are philosophically aligned with them and welcoming to new ideas will be well positioned for growth.” Read the full article now.

We're thrilled to announce that Commonwealth’s Virtual Paraplanning Program has been recognized as a 2024 Wealth Management Industry Award Finalist in the Service category!

After more than two decades in the bank channel, Rebecca Boyd wanted more control over her destiny—and legacy. She and partner Collin Fabac were drawn to Commonwealth because they saw us as a kindred spirit, adding, “There was a boutique feel to the firm, and I saw early on that they would treat us the way we treat our clients.” The newly minted Kin Wealth team relied on our Virtual Transition Support to smooth the onboarding process. And our in-house marketing consultants and Brand Studio offering helped them land on a firm name, logo, and web presence that reflected their vision of helping women and families create their legacies. For more on how Kin Wealth plans to write its next chapter, read our latest press release: https://bit.ly/4c1ifNY #welcometocommonwealth #financialadvisor

Wishing everyone in the Commonwealth community a joyful June full of meaningful celebrations. 🏳🌈 Our Pride ERG is ready, with inspiring events lined up from coast to coast: In San Diego, we’re partnering with the LGBT Community Center, including a Dining Out for Life fundraiser to support HIV activism. On the east coast, our Waltham office is kicking off our annual block party and iconic DUNK TANK fundraiser to support The Home for Little Wanderers. Thank you to our LGBTQIA+ colleagues, partners, and advisors for bringing your fearlessness and truth to everything you do! #commonwealth #pridemonth

From Mumbai, India, to Rochester, New York, and now to his home base outside of Boston, Gregory Pinto, CFP® ●CLU® ●ChFC® ●MBA, has accrued a lot of wisdom along the way. Even when the world shut down in 2020, Greg never took his eye off the horizon or wavered on his commitment to turn Boston Wealth Strategies into a 100-year firm. “We want to build the team to look after ALL our families—mine, yours, our clients—intergenerationally,” he told his colleagues. “Boston Wealth needs to do not only the right thing today but also for years to come.” Despite the challenging times, Greg knew that Commonwealth was the right partner to help him navigate Boston Wealth Strategies’ next phase of growth. “Over the past four years with Commonwealth, we doubled our headcount at the firm and grew our AUM to just over $1 billion through organic growth. We were also honored to be recognized in 2023 as an Inc. 5000 fastest-growing private company in America,” Greg said. As Boston Wealth Strategies aims to expand further via tuck-ins and M&As, our Practice Management team remains by its side to help strategize and execute. Greg says advisors can feel confident that their growth story is still being written, stating, “Whether it’s a path to partnership or the need for a succession plan, there’s plenty of room in our family.” https://lnkd.in/gWXucgAm #commonwealth

Vance Barse, CPWA®, AIF®, wealth strategist and founder at Your Dedicated Fiduciary®, isn’t here to mince words. Need proof? Behold his hot take on why he’s embracing the fee-only model. We’re proud to support him as he leans into the decisions he believes are right for his business and his clients. Learn how Commonwealth can support your growth goals and help you build your best practice. https://bit.ly/3Ve7Skf #commonwealth #financialadvisor #wealthmanagement

Commonwealth’s senior investment strategist, Sam Millette, joined the Money Life Show with Chuck Jaffe to discuss how the market is adjusting following the Fed’s decision to delay rate cuts. Hear why Sam thinks this decision could set the market up for a better second half of the year. [Interview starts at 18:50] https://bit.ly/4byyrX4 #commonwealth #FederalReserve #financialadvisor

Change is in the air at the FPA Norcal Conference! Much like your practice, the financial services industry is always growing and evolving. Stop by our Commonwealth table to chat with Chris Barber about how we’ve helped advisors navigate more than 45 years of changes. Looking for strategic ways to prepare your firm for the future? Use this blueprint as a guide: https://bit.ly/3n3vavb #commonwealth #FPANorCal2024 #FPANorCal