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

No.of Employees

CRD#

Firm CRD#

Name of Broker/Dealer

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Years of Experience in Financial Services

Number of Years with Current Firm

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

I am an acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

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Insurance and Annuity Licenses

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Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

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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.