Our investment process begins by gaining an understanding of your needs, attitudes, and aspirations. We emphasize the need for a process that ensures we are not missing anything that might be important.

The information this evaluation yields becomes the mortar for building your financial program—the better the information you provide, the stronger the bonds become that hold together the approach.

It is only at the end that we consider which combination of mutual funds, individual stocks, bonds, variable annuities, or life insurance we utilize in your program. Frankly, these are simply a means to an end, so we are far more intent on getting a clear picture of what your destination looks like.

Once your program is implemented, we offer you continued guidance through updates on the performance of your investments and invitations to reevaluate your program at regular intervals. We also encourage you to update us on changes to your life that will impact our decisions.

For more information about our broker/dealer, click here: Commonwealth Financial Network