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Commonwealth Advanced Planning Team

Commonwealth Advanced Planning Team

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, ID, IL, MA, MT, NC, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered through Conestoga Wealth Partners, a WA Registered Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency.

Conestoga Wealth Partners, LLC is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Form CRS: Client Relationship Summary

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Conestoga Wealth Partners 3226 Rosedale Street, Suite 200, Gig Harbor, WA 98335 | P253.358.7966 | F253.358.3995