We started CommonWealth Financial Strategies at Queensbury Securities, because after many years in the financial industry, we believed we could offer a better way for people to steward their investments that is in their best interest.
Financial Advisors Should:
- Focus on client investments that meet their needs rather than chasing fads
- Offer pension-style portfolios constructed with a solid investment methodology
- Encourage clients to patiently do the right things with their money
We believe that financial consultants should provide both a trusted relationship and a holistic experience. We give each client the time, consideration and expertise they need to steward their wealth. We have chosen to be fee-based consultants which allows us to be independent, transparent, and on the same side of the table, earning the trust of our clients by investing ourselves in the portfolios we recommend.
For more information on our signature risk-adjusted, pension-style portfolios please contact us. We look forward to hearing from you.
