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.
Independent, just like us
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, which means they also act in the best interests of their clients.
How Commonwealth helps us help you
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.
- Choice. Through Commonwealth, Craig has access to robust, independent market research, financial planning expertise, and a wide universe of investment options—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans.
- Service. The firm's advisor-to-staff ratio is one of the best in the industry. This means staff members answer his calls promptly, execute transactions quickly and accurately, and, in general, offers Craig the same highly personalized treatment he strives to give you.
- Technology. Commonwealth's technology platform is a critical component in his ability to keep you on track to your financial goals. Its integrated web-based systems allows him to more efficiently manage your portfolio and your overall financial life.
- 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.
Committed to helping those in need
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.
If you'd like to know more
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