Services Designed for You


Personalized Planning

In-depth financial planning is the foundation for all we do. We know the importance of sound planning because we’ve helped steer our clients through life’s transitions for years. The plans we create serve as a guide to direct asset allocation decisions, tax efficiency, estate planning, and more. We continually update your plans as your goals and needs evolve.

In-House Asset Management

In-House Asset Management

We offer a conservative, in-house asset management approach focused on growing and protecting your hard-earned assets with a constant awareness and analysis of tax efficiency. We aim to help you accumulate sufficient assets to create a strong income stream for your retirement.

Retirement Planning

“When can I retire?” “When should I take Social Security?” Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals. It includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk.


Accumulation

Maintaining a comfortable retirement lifestyle depends on the money you save, the investments you make, and the assets you accumulate during your Accumulation Phase.

Income Planning

Years of experience have prepared us to guide you through your life transitions.


We work with clients who are nearing retirement or who have embarked on their retirement journey to help them feel more comfortable and secure about their financial future.

Estate Planning

Estate Planning

We ease your estate planning process.

“What estate planning moves should I make?” We work closely with your attorney, accountant, and other trusted professionals to help address all your estate planning needs. We help create your master plan for the management of your assets and property during your lifetime, and the orderly distribution of your property at death.

Risk Management

“How can I plan so I don’t become a burden for my children?” We help protect all you have worked hard to build. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need.

ESG Investing

ESG Investing

Jed has specialized in ESG investing since he became an advisor.

His approach to environmental, social, and governance investing focuses on understanding his clients’ values. He searches for investments that do well for the world and work well in your portolio. Building sound ESG portfolios requires rigorous due diligence. Jed relies on the Commonwealth’s Investment Management and Research teams to help guide his decision- making.

Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria is based on a set of nonfinancial principles in addition to financial principles used to evaluate potential investments. The incorporation of nonfinancial principles (i.e., ESG) can factor heavily into the security selection process. The investment’s ESG focus may limit investment options available to the investor. Past performance is no guarantee of future results.

Taxation Planning

“Which tax strategies should I consider?” “How much can I give to my kids each year?” It comes as no surprise that so many of our clients want to explore the strategies they can use to help manage their financial goals in the most tax-efficient manner. We can help minimize the tax burden you face today and in the future by understanding your specific circumstances and navigating the evolving tax laws.

Charitable Giving

Charitable Giving

We strongly support charitable giving and want to help you make the most of your philanthrophy.

Whether you’re following your passion, giving through your place of worship, or making charitable contributions as part of your tax strategies, we can help you support the causes or charities that are important to you using a more strategic and tax-efficient approach.

Special Services

Tax Preparation Services: For clients who maintain $400,000 in assets under management with our firm, we cover the cost of your tax preparation and tax consultations if you use our recommended CPA. This allows us to work closely with an accountant to offer you cohesive planning. Of course, we can also collaborate with your trusted CPA if you choose.


We simplify your life with the following services to keep your financial life running smoothly:


Secure Document Storage

Rely on secure digital storage of your important financial documents, such as wills, trusts, tax returns, and insurance policies.

Account Aggregation

View all your financial information in one convenient location, giving you an up-to-date picture of your entire financial portfolio

Secure Shredding

To protect your personal data, we offer secure document shredding and disposal.

Notary Service

We offer all our valued clients a notary service at no charge.


Create Your Financial Well-Being

Schedule a free consultation to see how we help you design, build, and enjoy the lifestyle you’ve dreamed of.

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