Welcome to Commonwealth Financial Services

Commonwealth Financial Services (CFS) is an independent wealth management firm. Our mission is to deliver comprehensive wealth management in a proactive manner by inspiring our family of clients to achieve their goals and realize their dreams through innovative lifestyle planning.

Once your goals are determined we are able to incorporate a customized investment strategy. The strategy is designed to advance our clients investments when opportunities are found and protect them when the environment requires caution. We believe there are two types of losses, a loss of capital and a loss of opportunity. If we protect the capital we will always have other opportunities.

Buy and Hold No More

The days of simply buying and holding a portfolio of stocks, bonds, or mutual funds are long gone. Due to todays extreme market volatility we have incorporated an advance and protect asset management strategy.