At CommonWealth Partners, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.


We make it easy


The goal of financial independence is too important to leave to chance. The first step to making your dreams a reality is having the right people behind you.

What makes us different?

  • Excellent Service
  • Personal Care
  • Regular Communication
  • Comprehensive Planning
  • Objective Recommendations
  • Peace of Mind


Understanding Your Statement 

Beginning in 2017, you will find that your fourth quarter statement, typically mailed out in January, includes two new sections. Overall, the addition of these new sections to your year-end statement aims to enhance your understanding of the overall performance of your investments as well as the cost and compensation related to your accounts.


Our Perspective – A Case of Market Flu

tune out the noiseIn this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, tackles the causes for the recent market volatility, and points out that there is good news that will help see us through this “market flu”.Watch Video