Clear Path Private Wealth Joins
Commonwealth Financial Network®
Waltham, MA (July 16, 2018)–Commonwealth Financial Network®, the nation's largest privately held Registered Investment Adviser–independent broker/dealer, announces the addition of Clear Path Private Wealth, of Pleasantville, New York, to its network of independent financial advisors. Formerly affiliated with Ameriprise Financial, managing partners Bill Amatuzzo, CFP®, CRPC®, CLU®, MBA, and Mike Magnani, CFP®, ChFC®, CLU®—along with their team—bring with them more than $190 million in assets under management.
Clear Path Private Wealth is a comprehensive financial planning firm whose mission is to guide clients toward achieving their unique financial goals through a transparent and personalized approach. With decades of experience, the team offers expert, independent, investment advisory services for business owners, executives, and individuals who are at or approaching retirement. For more information about the firm, visit http://www.clearpathpw.com/.
"Our clients' financial well-being is at the heart of everything we do, and we are pleased to join Commonwealth's community of hardworking, client-focused, and highly successful advisors," said Mike Magnani. "Commonwealth maintains a sharp focus on service—and with an advisor-to-staff ratio of better than 2.1:1, our accessibility to support from tenured, knowledgeable industry experts is better than ever before."
Bill Amatuzzo added, "One of our core beliefs is to put our clients first and foremost, and we are committed to providing guidance and stability throughout our clients' financial journey. We are confident that aligning with Commonwealth will enhance our ability to deliver consistent, exceptional service."
"On behalf of the Commonwealth community, I am pleased to welcome Clear Path Private Wealth," said Andrew Daniels, managing principal, business development. "Much like Commonwealth, Clear Path prioritizes personalized attention and operates with a high degree of clarity and transparency. We will provide this team with the integrated technology, tools, and resources to enhance the client experience for their valued investors."
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth "Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Five Times in a Row." The firm supports approximately 1,800 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.
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Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.