Behind every investment plan lies the hopes, dreams, and cares of real people.
We are a full-service wealth management firm. Specifically, this includes portfolio management as well as planning for estate tax reduction, income tax minimization, and aging/long-term care issues. Our focus is to work toward the retirement goal and with current retirees whose investment portfolios value $1,000,000 and above.
Boeing Employees
View our retirement timeline for Boeing employees thinking about retiring.
Retirement Considerations
Read some thoughts to consider as you start planning for retirement.
Market News
Stay up to date on the economy and markets with perspectives from Commonwealth's Chief Investment Officer, Brad McMillan, and other members of Commonwealth’s research team.
Our process for building wealth rests upon three underlying foundations.

For investors to be successful, they must stay in the game over the long run.

Investors must be ever vigilant to the tax effects of one's investments.

Your loved ones and the causes you feel strongly about should be the beneficiaries of your life's work, not the government.