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The Independent Market Observer

Commentary from Commonwealth's Investment Research Team

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Our Services

We are a financial services firm that provides independent and objective financial advice and guidance to help our clients with:

  • Investment management
  • Retirement planning
  • Insurance planning
  • Estate planning
  • Financial planning
  • Income and budgeting
  • Education planning
  • Identity theft protection
  • Tax planning
  • Charitable planning
  • Retirement rollovers

What We Offer

We offer a variety of investment and financial solutions:

  • Mutual funds
  • Stocks and bonds
  • Tax-free municipal bonds
  • Exchange-traded funds (ETFs)
  • Independent money managers
  • Annuities
  • Alternative investments
  • Life insurance
  • Retirement plans
  • Education savings plans
  • Individual retirement accounts (IRAs)
  • 401(k)s and SEP IRAs
  • Identity theft plans

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