How We‘re Different

Purpose, Passion, People

At Commonwealth, we believe the secret to our success is doing what we love and sharing our passion with other like-minded people. It’s a formula we began cultivating when we opened our doors in 1979, and it remains the focus of our mission today.

Our Mission

Why it matters to you

  • Technology that gives you a 360° view of your clients and your business Explore
  • A transition team focused on maximum retention of clients and assets Details
  • An advisory platform to let you run your business the way you want Discover
  • Practice Management and coaching programs to bring out your inner CEO Read More
  • Educational conferences that are the talk of the industry Take a Look