We have hand sanitizer and disinfectant wipes available to our clients to use at any point during their meeting. We are following local guidelines in regards to requiring or strongly recommending our clients to wear masks if they are unvaccinated. If they don't have a mask, we will provide them with one.
If a client is not comfortable coming in to see their financial professional, we have remote meeting options available to them. We know creating a financially secure future can be a little intimidating, that's why we're here to help you through this process. With a plethora of expertise and a support team to help guide you at any time, we set your future up for success.
If a client is not comfortable coming in to see their financial professional, we have remote meeting options available to them. We know creating a financially secure future can be a little intimidating, that's why we're here to help you through this process. With a plethora of expertise and a support team to help guide you at any time, we set your future up for success.
Services
Founded in 1994, Commonwealth Capital Management is focused on providing personal, comprehensive and objective wealth management services to business owners, physicians, non-profits, and individuals. We always put our clients' goals and needs first. With experience comes wisdom. With wisdom comes patience.
Simply fill out your information and we'll have one of our experienced financial advisors reach out to you to schedule an appointment. Check the background of your financial professional on FINRA's BrokerCheck. Registered representatives and investment advisor representatives offering securities and Investment advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker/Dealer and a registered investment advisor.
If you belong to the LGBTQ community, you face some unique legal risks and financial costs. Those risks and costs can change every few years as laws evolve State to State. For all these reasons, it's smart to be well prepared and strategic when it comes to planning your finances.
With the recent tax law changes, an uncertain future for Social Security and the shift toward employee directed retirement plans, the need for sound financial strategies has never been greater.Our financial specialists can provide time tested strategies that help you to make informed financial decisions.
With the recent tax law changes, an uncertain future for Social Security and the shift toward employee directed retirement plans, the need for sound financial strategies has never been greater.Our financial specialists can provide time tested strategies that help you to make informed financial decisions.
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time tested strategies that help you to make informed financial decisions.
Reviews (3)
John Dickinson
Aug 28, 2020
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I have been using CCM for several years. Everyone is fun honest and a great group to work with! CCM handles my personal investments along with my business as well. They help me set up an office 401k which I knew nothing about and were more than accommodating to take it step by step making it an easy transition.With investing being so complicated the team at CCM really makes it easy to invest whether you are a first time investor or been investing for 30 years. Look forward to many years of business!
Michael McGoff
Aug 05, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
I highly recommend CCM! Scott helped advise me and reallocate my investments with respect to my personal financial goals. His entire staff is extremely friendly, informative and pleasant to deal with. I'll definitely be referring him to my friends and family.
I highly recommend CCM! Scott helped advise me and reallocate my investments with respect to my personal financial goals. His entire staff is extremely friendly, informative and pleasant to deal with. I'll definitely be referring him to my friends and family.
Brett Sills
Jul 18, 2020
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Commonwealth Capital Management really helped me prioritize my finances so I can start preparing for retirement early on. Instead of just painting a picture of what I wanted to see, they showed me the risks and benefits of different portfolios and allowed me to make an informed decision on what was best for my situation. I’d highly recommend them and I know I can call my advisor whenever I have a question about anything!
