Advanced Planning & Research

Specialized guidance, combined with institutional-quality research, helps you master the complex facets of your clients' wealth.

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Advanced planning as an extension of your practice

Look to a deep bench of in-house professionals, lawyers, and subject-matter experts for in-depth analysis and creative solutions in myriad planning areas.

Charitable Planning
Education Planning
Trust and Estate Planning
Deferred Compensation
Advanced Insurance Concepts
Concentrated Stock Planning
Health Care in Retirement
Special Needs Planning
Stock Options Planning
Elder Care Planning

The Advanced Planning team is a great resource. It lets me do more planning work, giving me more time to focus on each client.”
Sumedha Malhotra, Armstrong, Fleming & Moore, with Commonwealth since 2019.
Sumedha Malhotra, Armstrong, Fleming & Moore, with Commonwealth since 2019.Read Sumedha's Story.
Estate Planning Blueprint - offer cover

Get our Estate Planning Blueprint to help you coordinate estate plans and explore the sensitive issues your clients face.

Research puts you at the forefront 

Thought leadership from in-house specialists, plus access to leading research from trusted third-party providers, helps you gain standing as an industry authority.

  • Sophisticated, in-depth analysis goes beyond the surface.
  • Objective perspectives on a full spectrum of topics help you make recommendations.
  • An array of competitive research resources helps inform your portfolio decisions.
  • Regular market and economic commentary assists you with strategy.
  • Commentary and 1:1 consulting provide insight into the fixed income markets.

Becca Hajjar-footer

Are we a good fit?

Hi, I'm Becca, managing principal, chief business development officer at Commonwealth. I can't wait to learn more about you and share our Commonwealth story.