Wealth management is about much more than crafting investment portfolios. It's about translating your financial goals into a comprehensive plan with specific strategies and actions that carefully balance your short-term needs with your long-term aspirations. It's about planning for the unexpected and putting protections in place to ensure the well-being of your loved ones. And it?s about preparing the next generation for the challenges of wealth. In the words of Henry David Thoreau,"Wealth is the ability to fully experience life."

Firm Start Year

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CRD#

Firm CRD#

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Investment Advisor Representative

I am an acknowledged fiduciary

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Criminal Disclosures in Last 5 years

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Firm's Number of Planning Clients

Firm's Number of Managed Clients

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Assets Managed by Advisor

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https://www.commonwealth.com/clien ts/media/formadv_part2.pdf
https://www.commonwealth.com/media/CAPEntityWebsi tePortalSolicitorDisclosureStatement- WiserAdvisor_and_Ibello.pdf

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.