Our Broker/Dealer

We are very pleased to announce that our broker/dealer, Commonwealth Financial Network®, has recently been recognized by Financial Advisor and Private Wealth magazines for having an all-star research team. Commonwealth's Brad McMillan, vice president, chief investment officer; Simon Heslop, director, asset management; and Fred DeBaets, senior fixed income analyst; were selected based on nominations from readers. Moreover, they were among the top 8 nominees out of 600 research managers throughout the country.

We are fortunate to have a strong partnership with Commonwealth that includes access to its all-star Investment Research team. Team members provide us with added support in offering timely and valuable guidance to our clients relative to the economy, markets, and individual investment strategies. We are proud to have this award-winning “bench” behind us, which only further benefits you, as we help you pursue your financial success.

Our Broker/Dealer