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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Friday, November 22, 2024 Commonwealth
Unlock 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. -
Monday, August 19, 2024 Commonwealth
11 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. -
Tuesday, May 14, 2024 Commonwealth
5 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. -
Thursday, April 11, 2024 Commonwealth
7 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? -
Tuesday, February 13, 2024 Commonwealth
Recruiting 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. -
Wednesday, January 10, 2024 Commonwealth
How 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.
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.
Leadership
Joseph Deitch
Founder and Chairman
Wayne Bloom
Chief Executive Officer
Trap Kloman
President and Chief Operating Officer