We believe our clients deserve to be the center of our universe. You work hard for your money. Your money and your advisors should work hard for you. How We Do It
We will strive every day to be the best financial firm you’ve ever worked with, the one you want to tell your family and friends about. We will give objective, independent advice focused only on your best interest. Read More
We’ve assembled a caring team of professionals dedicated to life-long learning and personal service. Good people serving good people – it’s simple. Meet Our Team
“We’ve built a deep bench of talented professionals who can give people what they need most from their advisor: Time—the time to really understand their goals and dreams and the time to build a solid, realistic plan to achieve them” – Mike Kalas, CFP®, AIF®, Founder and CEO
Articles Lots of great food for thought on a wide range of financial topics.
Market Updates Get some perspective on current market conditions with Commonwealth’s Chief Investment Officer, Brad McMillan, CFA®,CAIA, MAI, AIF®.
Webinars Spend a lunch hour with us wherever you are — new topics monthly and archived webinars.
Our Advisors Get to know our dedicated team of independent advisors.