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Services Offered

Our focus is on the success of our clients. At Commonwealth Capital Management, each client has an individual financial and investment strategy guided by their needs and goals.  To meet the needs of clients, we offer a complete suite of investments, retirement and insurance solutions.

The solutions we provide include:


  • Full Service Brokerage
  • Wealth Management Services
  • Mutual Funds
  • Annuities-Variable & Fixed
  • Unit Investment Trust
  • Closed End Funds

Retirement Solutions

  • Qualified Plans
  • IRA Rollovers
  • Simplified Employee Pension (SEP)
  • SIMPLE Plans
  • Pension Plans
  • Profit Sharing Plans
  • 401(k) Plans
  • 403(b)Plans

Insurance Solutions

  • Long Term Care
  • Universal Life
  • Variable Life
  • Second to Die
  • Term
  • Whole Life
  • Split Dollar Arrangements