Our mission is to provide value to our clients through the intelligent use of our tools and experience in investments, advisory services, and retirement planning. We maintain an environment that encourages and supports personal and organizational growth and professionalism, where self-motivated people can be passionate about exercising their roles and responsibilities.
We keep our clients' interests foremost in our minds and actions. Clients are treated with respect and dignity through courteous and comprehensive service. Every member of this organization knows his or her role and how he or she contributes to building effective professional relationships with our valued clients and plan sponsors.
We keep our clients' interests foremost in our minds and actions. Clients are treated with respect and dignity through courteous and comprehensive service. Every member of this organization knows his or her role and how he or she contributes to building effective professional relationships with our valued clients and plan sponsors.
Services
Fidelity InstitutionalSM* provides clearing, custody, and other brokerage services to Commonwealth Financial Network through National Financial Services LLC (NFS). You can feel confident that much of the critical trade processing, clearance, client reporting, and systems work that backs your investment professional is performed by an industry leader.
Selecting a financial professional is one of the most important financial decisions you can make. We encourage you to follow the five Ps in selecting someone to help you with your personal investment goals. As with most important decisions in life, preparation is the key to your success in choosing a financial professional.
Our consulting services are designed to assist with the challenges that arise from the accumulation, transfer, and distribution of assets. These services are available at an hourly rate, or we can charge a flat fee for ongoing projects. We'll do whatever best suits your situation. Of course, we will gladly assist you in any capacity you wish.
Despite the do-it-yourself websites and TV talking heads advising you to buy and sell, the investment management process is more complicated than ever before. Products have become increasingly complex, tax law continues to change, and portfolio strategies must be fashioned for a 21st century that looks dramatically different from the 1990s.
An important partnership exists between a client and his or her advisor. To help clarify this relationship and avoid misunderstandings, the roles of both the advisor and the client are laid out below. Maintaining confidentiality-keeping all information pertaining to the client's finances private. Frequently communicating with the client through monthly and quarterly reports, as well as through meetings.
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