Commonwealth Financial Network

Commonwealth Financial Network

Commonwealth Financial Network® is an integral part of Conestoga Wealth Partners.

Commonwealth is a privately held Registered Investment Adviser, with offices in Waltham, Massachusetts, and San Diego, California. We partner with them because of their independence. With Commonwealth, there is no pressure to promote particular proprietary products or strategies. They do not cater to the needs of shareholders like publicly held companies do, leaving us free to act in the best interests of our clients. It is a model that differs from some other, larger firms whose financial representatives are accountable not just to their clients, but also to the parent company that employs them.

We are required to work with a Registered Investment Adviser to buy and sell investments on behalf of our clients, but that is only part of our relationship with Commonwealth. They have an excellent team of investment research specialists whom we collaborate with about trades and financial markets, as well as a team of advanced planning specialists and attorneys who help us coordinate strategies while planning for our clients' future.

You can learn more about them here´╗┐.