Commonwealth’s Strategic Retirement Solutions (SRS) team provides support to help you meet all of your responsibilities as a plan sponsor. Whether it’s plan design, regulatory and legislative guidance, investment product due diligence, or participant education and advice, you can feel confident that you have the specialized guidance you need and your participants receive the investment options and value they expect and deserve. Learn more about our team below.

Commonwealth’s Investment Management and Research consultants work with us to help ensure that you receive prudent investment advice. Team members apply their expertise to asset allocation recommendations and advanced portfolio construction while delivering timely insight on market opportunities and investment performance—all so that you can be confident you’re offered the products and strategies to best satisfy your goals. Learn more about the team below.

The Advanced Planning team is our go-to resource for wealth management and financial planning expertise that address your complex financial situations. Team members can research technical issues and coordinate the expertise of other Commonwealth specialists to help us provide you with nuanced customized solutions, from risk management and investment taxation to charitable giving, estate planning, executive benefits, concentrated stock, and more. Additional information about the team is provided below.

Just as you’re free to choose a financial advisor who you think can best help you reach your investment and planning goals, we’re free to work with the firm we believe can best support us in serving you.