Committed to Delivering Trusted Support You Can Count On
Commonwealth Capital Management Group, LLC is an independently owned financial services firm led by a multi-disciplinary team with a combined 100 years of experience. The firm’s hallmark is establishing relationships that support all the advantages that come with independence.
We serve advisors in Colorado, Kentucky, Indiana, Oklahoma and South Carolina.
We serve advisors in Colorado, Kentucky, Indiana, Oklahoma and South Carolina.
Your advisor relationship with Commonwealth Capital Management gives you:
• Office and processing assistance and minimum disruption during transition
• Unhindered growth and opportunity without production quotas, so you can make the right decisions for your clients without sacrificing the relationship to make numbers
• Rewards for putting client service first – support by payout increases instead of decreases so you can continue to be client-centric
• Coaching and peer-to-peer support
• A growth road map that is customized just for you
• A firm culture that fosters the exchange of ideas and expression without the constraints of office politics; you’re not working for your firm, but with it.
• In house marketing to help boost your efforts at any moment.
You’ll also have access to a broad range of award-winning products and services through our broker-dealer, Cetera Advisor Networks, and its parent Cetera Financial Group. Cetera offers a highly acclaimed technology platform, pro-active research, comprehensive due-diligence, training, and industry-leading marketing programs.
• Unhindered growth and opportunity without production quotas, so you can make the right decisions for your clients without sacrificing the relationship to make numbers
• Rewards for putting client service first – support by payout increases instead of decreases so you can continue to be client-centric
• Coaching and peer-to-peer support
• A growth road map that is customized just for you
• A firm culture that fosters the exchange of ideas and expression without the constraints of office politics; you’re not working for your firm, but with it.
• In house marketing to help boost your efforts at any moment.
You’ll also have access to a broad range of award-winning products and services through our broker-dealer, Cetera Advisor Networks, and its parent Cetera Financial Group. Cetera offers a highly acclaimed technology platform, pro-active research, comprehensive due-diligence, training, and industry-leading marketing programs.
*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.
**for financial professional use only.
**for financial professional use only.