As an Investment Adviser Representative, Craig is proud to be associated with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like him serve his clients. Commonwealth manages total account assets of nearly $161 billion.1 Financial planning services offered through Clear Future Financial, LLC, a WA Registered Investment Adviser, are separate and unrelated to Commonwealth.
Commonwealth is independently owned and managed, which means the firm can act in the best interests of its Advisors, not shareholders. Clear Future Financial and its Investment Adviser Representatives act as a fiduciary asset manager, which means they also act in the best interests of their clients.
Commonwealth offers the scale, stability, and resources that help him deliver the solutions you need. It's that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for Craig to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
Security. Commonwealth is dedicated to its commitment to safeguarding your privacy and ensuring that your personal data remains secure. From encryption standards to disaster recovery plans and other measures the firm employs, Craig is confident that the information his clients entrust him with will remain secure.
Commonwealth's commitment to service does not end with its advisors and their clients. For more than four decades, the firm has been dedicated to serving the communities where its employees and associated advisors work, live, and visit. Its charitable foundation, Commonwealth Cares, works to provide contributions of time, talent, and financial support to a wide range of philanthropic causes. That kind of dedication to the greater good is just one more reason why Craig is proud to be associated with Commonwealth.
We'd be glad to talk with you further or answer any questions you may have about our association with Commonwealth. Just ask!
1 As of 12/31/18