Smart Retirement Planning
For Busy Professionals
Retire Confidently With The Wealth
Management You've Been Waiting For
Complimentary Retirement Assessment
WELCOME TO CUSTOM WEALTH STRATEGIES
Where You Can Get The Wealth Management You Deserve
You have dedicated your life to your career, which inevitably means you haven't been able to devote enough time or attention to your finances. You need a trustworthy partner with the experience to coordinate everything for you, allowing you to stay focsued on what matters.
24
States operated in
9
Years named #1 broker dealer by J.D. Power*
*Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, 2018–2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022 and is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
A TIMELY MESSAGE
Tuning Out the Noise
A philosophy we're confident in.
WHAT WE OFFER
Bringing All The Pieces Of Your Financial
Life Together, One Step At A Time
Estate planning 
Financial independence planning 
Investment management 
Tax planning Start evaluating the bigger picture
We start the process by understanding how you want your wealth to be allocated and addressing any inevitable or "what-if" scenarios lets us set a stable foundation for all of your finances.
Stay on track with your goals
Having enough money to get you through retirement comfortably is crucial. We will make sure your financial plan allows you to reach all of the goals you have, from children's college to vacation and more.
Optimize your financial returns
Once a foundation has been set, we will turn our attention to your investments. Our team will ensure your money is being allocated effectively and works in line with the goals you wish to achieve.
Achieve tax optimization
We want to make sure your goals are being funded in the most tax-efficient manner, and our CPA backgrounds allow us to consider your tax implications throughout every step of your financial management.
CLIENT SUCCESS STORIES
Assisting Working And Recently Retired
Professionals With An All-encompassing Plan
Retirees
James and Kim are a husband and wife with a disabled son in his mid-20s. James was the sole income earner and carried the weight of making sure his family would be financially secure throughout each of their lives while Kim was in charge...
Physicians
One of our specialized physician clients built up a significant nest egg in his IRA. Since the medical care his patients require carries a higher risk, and because he's just a few years from retirement, his primary concerns were around asset protection.
Executives
An executive engaged us to do his planning. We not only found he had significant gaps in his estate planning documents, but his tax plan was not optimized. Collectively, these were negatively impacting his retirement.
Closely held business
A partner in a closely held business was paying a significant amount of unnecessary taxes. We took advantage of and created an opportunistic and often overlooked tax-deductible retirement plan allowing for...
WHO WE ARE
Your Trusted Experts
For Managing All Of
Your Wealth
Wealth management has a lot of moving parts, but you shouldn't have to worry about any of it. As your team leader, we will coordinate everything for you, from tax planning and investment management, to retirement and estate planning.
Our dedicated team has years of experience and brings unique perspectives to your financial solution. We believe in the value of education, and use our backgrounds as CPAs and CFPs to ensure all pieces of your finances are taken care of.
Let’s Take Your Planning To A Higher Level
ALIGN EVERYTHING THAT MATTERS TO YOU
You have worked too hard for your success to not have an organized financial plan that works for you. We are the experts who will take your money to the next level by establishing a well thought-out, comprehensive plan that meets your needs and goals.
Establish your wealth management planResources
Learn more about wealth management and what it means for you
Wednesday July 26th, 2023 from 6:00pm-7:00pm
How Tax Planning Changes Through Four Stages of Retirement
Learn how to manage your income and tax brackets efficiently, while making the most of your assets.
The Custom Wealth Strategies Cash Outflow Worksheet™
Explore resources to help navigate your retirement successfully
A free, downloadable budgeting tool that helps plot both your current expenses along with lifelong goals all in one place.
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