Taxes

• Charitable Giving
  A poorly executed charitable giving strategy can undermine the impact of your clients' gifts. Brush up on common mistakes clients make and learn what you should advise them to do instead.
• Roth IRA
  A range of retirement program options, including Premiere Select® IRAs, SIMPLE IRAs, Roth IRAs, Profit-Sharing and Money Purchase Plans, and SEP IRAs

Investment

• Investment Management
  Actively manage client assets or outsource investment management with a wide range of options that best serve your clients...
• Mutual Funds
  Selections run the gamut from individual equities, mutual funds, closed-end funds, ETFs, and fixed income products to alternative investments, annuity products, and education plans.
• Bonds
• Wealth Management
  Each advisor is unique and joins us from across the wealth management spectrum—RIAs, independent broker-dealers, regionals, and wirehouses. While their businesses and goals differ, they all chose to affiliate with us for our value proposition of providing a deep bench of expertise, culture, and services to take them to the next level.

Accounting

• Accounting Services
  Outsource the role of CFO with our third-party partner to manage your bookkeeping, bank reconciliation, financial statements, payroll management, tax coordination, and more.
• Bookkeeping Services

Planning

• Financial Planning
  Privately held for 43 years, Commonwealth has an ownership structure that invests in its advisors and offers them the ability to succeed on their own terms, supporting them in organic growth or growth through acquisition. For practices focused on financial planning and advisory services, Commonwealth provides a proven glidepath to move their practices to fee-only, enabling advisors to evolve as they choose.
• Long Term Care
  The Advanced Planning team is a great resource. It lets me do more planning work, giving me more time to focus on each client.”
• Asset Management
  During the 1990s, we focused great resources on expanding our services and creating a comprehensive array of financial products for Commonwealth's advisors, including the fee-based asset management program Preferred Portfolio Services® (PPS).
• Charitable Remainder Trusts
  Some traps are easy to fall into, such as mistakenly directing funds to a charity with a different yet similar name. Other mistakes may not be realized for some time, which may happen when setting up a donor-advised fund or a charitable remainder trust. So, how can you help clients avoid common charitable planning mistakes?
• College Funding
• Asset Protection
  Explore creative, comprehensive financial planning solutions—from asset protection to charitable giving—for your high-net-worth clients' unique needs.