The fact that we’ve chosen to work with Commonwealth, an independent broker/dealer, means that our firm remains independent, too.
It means we’re free to act in your best interest, helping you follow the best course of action to meet your financial goals — without any pressure to promote a particular product or strategy. It’s a model that differs from financial firms whose advisors are equally accountable to their clients and the parent company that employs them.
We genuinely believe Commonwealth is the gold standard for excellence among broker/dealers. The company serves and supports nearly 1,600 independent financial advisors — who manage total account assets of approximately $114.5 billion*.
The people at Commonwealth are extremely selective about the advisors with whom they’ll affiliate. The company has won numerous industry awards for client service & support — and its commitment to protecting client privacy, and securing client data, is unsurpassed.
How Commonwealth Helps Us Help You
Commonwealth goes far beyond what's required of a Broker/Dealer/Registered Investment Advisor. The entire organization is built around helping us do whatever it takes to serve our clients. It's that infrastructure - and the wealth of resources it provides - that makes it easier for Walton Financial to provide you with the best possible guidance and the responsive personal service you deserve.
Commonwealth’s team includes professionals ranging from CERTIFIED FINANCIAL PLANNER™ practitioners to attorneys and niche-credentialed specialists — with experience spanning estate planning, taxation, risk management, business planning and retirement planning. However complex your needs, our firm can always tap into the capabilities of an extraordinarily knowledgeable support network — whenever we need additional expertise, or just a second opinion.
Commonwealth’s integrated technology platform is a critical component of our ability to serve your needs, by:
- Providing us with 24/7 access to your investment information, and to worldwide financial markets
- Automating repetitive tasks, giving us more time to focus on you and your financial goals
- Ensuring absolute speed and accuracy in transacting your business
- Offering you the freedom to view, online, the same information we see in managing your portfolio — including data from any accounts you hold with other firms
Commonwealth maintains one of the best advisor-to-staff ratios in the industry. And we can honestly say that Commonwealth’s people are among the most friendly, considerate, and helpful group of professionals we know in this industry.
Institutional-quality research is provided by an award-winning group that includes 11 Chartered Financial Analyst® designees — four of whom were named to Financial Advisor and Private Wealth magazines’ all-star research teams. These seasoned specialists deliver everything from in-depth, unbiased analyses of the market and economy, to asset allocation and portfolio construction recommendations.
Commonwealth’s Legal and Compliance teams offer Walton Financial ongoing expertise and support in our constantly-changing regulatory climate. Which helps us ensure that your investments — and our firm’s business practices — are always in compliance with the financial industry’s rules and regulations.
A Commitment To Good Business. And Good Works.
Commonwealth has long maintained a Best Place to Work environment — for which it’s been recognized 28 times by leading publications, including the Boston Globe (2008–2014), the San Diego Business Journal (2009–2014) and Computerworld (Best Places to Work in IT, 2007–2014).
Finally, Commonwealth’s pledge to doing the right thing extends to the community at large. Through its charitable foundation, Commonwealth Cares, the firm supports more than 85 initiatives, helping facilitate philanthropic giving to causes that are meaningful to their independent advisers — and to many of our clients.
All of which is why we feel so strongly about our ongoing partnership with Commonwealth.
*As of 12/31/2016