Commonwealth Investment Advisors LLC is an independent wealth management, investment advisory, and financial planning firm. Commonwealth's guiding philosophy is to put the client's interests first in each and every situation and we formalize this commitment by acting as a fiduciary for our clients.
To produce the best outcomes for our clients, we invest the necessary time to understand each client's goals, priorities and circumstances so that our recommendations can be made within a comprehensive framework. We provide ongoing management of investment portfolios and financial planning services for all stages of life.
To produce the best outcomes for our clients, we invest the necessary time to understand each client's goals, priorities and circumstances so that our recommendations can be made within a comprehensive framework. We provide ongoing management of investment portfolios and financial planning services for all stages of life.
Services
Commonwealth Investment Advisors is a comprehensive investment and financial planning firm based in Denver, Colorado. Our goal is to have a lifelong relationship with our clients. We continuously strive to achieve that goal with a strong customer focus, timely advice, and long-term investment performance.
Commonwealth manages clients' assets with the assumption that unexpected events will happen and markets may not always have rational price movements. With this in mind, we are constantly looking to manage risks and capitalize on opportunities. This means that we diversify our portfolios so that they are better positioned to absorb the impact of an unexpected event before it occurs, rather than trying to react after the fact.
The steps to recommending initial portfolio allocations involve understanding each client's situation, goals, and current and future needs. Before any money is invested, each client will go through a process that includes a risk assessment, a discussion regarding their financial situation, and their goals for the funds to be invested.
Commonwealth Investment Advisors offers a full range of financial planning services from basic to comprehensive. Financial planning clients are charged a fee based on the complexity of the financial plan or advice that is required. This generally is a fixed fee amount which will be quoted upfront. However, in some situations, an hourly rate may be more appropriate or if requested by the client.
The majority of the insurance recommendations will be provided to clients as a result of the financial planning process. Insurance services will be provided by an independent licensed insurance agent who will be compensated via a commission from the relevant insurance company. Commission details and any other compensation will be disclosed to the client.
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