Complete Wealth Management Solutions

Complete Wealth Management Solutions

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org/www

Value Proposition:
Successful accumulation of retirement wealth requires discipline, focus and constant attention. Our focus is to help turn any confusion and chaos into clarity, which leads to confident decisions for YOU on an ongoing basis. How do we do that?

• We strive to understand a client’s unique goals and concerns. The advice clients receive is designed for each client’s unique pers

Economic Release Snapshot: Consumer and Producer Prices on the Rise 24/02/2023

Commonwealth CIO Brad McMillan breaks down the latest data reports, including the January Consumer Price Index, in his latest Economic Release Snapshot:

Economic Release Snapshot: Consumer and Producer Prices on the Rise What does the latest data reveal about the state of the U.S. economy? Commonwealth's Sam Millette breaks down the numbers in his Economic Release Snapshot.

Monday Update: Retail Sales Growth Continued in April 24/05/2022

In his latest update, Commonwealth CIO Brad McMillan summarizes last week’s economic updates, including the April retail sales report, industrial production report, and more:

Monday Update: Retail Sales Growth Continued in April In his Monday Update, Commonwealth’s Sam Millette focuses on durable goods orders, the minutes from the recent Fed meeting, and personal income.

Worries Rise as Markets Drop 11/05/2022

As markets continue to drop, keep an eye on interest rates to determine if it’s time to panic, writes Commonwealth CIO Brad McMillan. (Spoiler alert: not yet!):

Worries Rise as Markets Drop Worries are rising as the markets continue to drop. When will the bleeding stop? Commonwealth CIO Brad McMillan says it all comes down to interest rates.

Why Is the Market Going Down? 27/04/2022

Why isn’t the stock market reflecting high levels of job growth, consumer spending, and business investment? A look at recent market drops from Commonwealth CIO Brad McMillan:

Why Is the Market Going Down? The economy is doing well, so why is the market going down? Commonwealth CIO Brad McMillan says the answer can be found by looking at interest rates.

What's Ahead for Fixed Income Investors? 25/04/2022

Fixed-income investors are having a challenging year. Here’s why, according to Commonwealth CIO Brad McMillan, and how investors can still find opportunities in the months ahead:

What's Ahead for Fixed Income Investors? Commonwealth’s Sam Millette discusses what's on the horizon for fixed income investing and the impact of rising interest rates.

Our Story

Value Proposition:
Successful accumulation of retirement wealth requires discipline, focus and constant attention. Our focus is to help turn any confusion and chaos into clarity, which leads to confident decisions for YOU on an ongoing basis. How do we do that?

• We strive to understand a client’s unique goals and concerns. The advice clients receive is designed for each client’s unique personal financial objectives, geared to meet that person’s individual needs.

• Clients will be able to understand that advice; they will be educated along the way to ensure that they comprehend their own financial situation and the consequences of decisions they are making about their financial future.

• Clients are going to be kept informed of the progress they are making toward their personal objectives, not compared to the “market” or the media’s sometimes biased view, but instead to their desired goals.

• Our process allows clients to enjoy their lives fully knowing they are working in partnership with a team of people who are helping them achieve their personal objectives. In other words, clients enjoy an enhanced sense of security and can spend their time focused on the things in life that make them feel happy and content.

This communication is strictly intended for individuals residing in the states of:
Alaska
Arizona
California
Colorado
Florida
Georgia
Hawaii
Illinois
Kansas
Maryland
Michigan
Minnesota
Montana
Nevada
North Carolina
North Dakota
Ohio
Oregon
Texas
Utah
Vermont
Virginia
Washington

No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

16300 Christensen Road, Suite 205
Seattle, WA 98188
206-241-5129

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Monday 08:00 - 16:00
Tuesday 08:00 - 16:00
Wednesday 08:00 - 16:00
Thursday 08:00 - 16:00
Friday 08:00 - 16:00