Center for Wealth Management Joins
Commonwealth Financial Network®
Waltham, MA (November 11, 2019)—Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, announces the addition of Center for Wealth Management of Troy, Michigan, to its network of independent financial advisors. Formerly affiliated with MML Investors Services, LLC, associates Robert J. Moore, CFP®, ChFC®, Justin M. Williamson, CFP®, and Jeffrey R. Steele, CFP®, CLU®, ChFC®, along with their team, bring with them total account assets of $220 million.
Center for Wealth Management is a financial planning firm providing protection plannning, investment planning, tax strategies, estate planning, and retirement planning. With exceptional service at its core, its team of experts strives to help clients meet their financial needs and achieve financial freedom.
While the firm focuses on preretirees and early retirees, it has also carved out a client niche of engineers and young professionals. The team members’ depth of knowledge in employee benefits for DTE Energy innearby Detroit is a strong differentiator—their clear communication and implementation of complex strategies are highly valued by their analytical clients. Center for Wealth Management regularlyparticipates in corporate speaking engagements on important topics including retirement planning, financial wellness, and social security benefits. For more information about the firm, visit http://www.cwmfinancial.net/.
“We are proud to join Commonwealth, a firm that values independence and maintains a culture of service excellence,” said Robert Moore. “By moving our practice to Commonwealth, we are gaining a tremendous advantage in technology capabilities and consulting, in terms of both accessibility and accuracy of information, as well as overall efficiency. With Commonwealth, there is an unmatched ease of doing business and helpfulness that will enable us to do much more for our clients, as well as allow for more opportunities to expand our services and hands-on support.”
“We’re honored to welcome Center for Wealth Management, an established, boutique practice, to the Commonwealth community,” said Andrew Daniels, managing principal, business development. “Our advisor- and client-facing platforms will help this team offer an even more streamlined experience while providing superior service. We look forward to backing this team the way they back their clients.”
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 “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Six Times in a Row.” The firm supports approximately 1,950 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, 2018, and 2019 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.
Join Our Community: