At Commonwealth Financial Group (CFG), we are committed to delivering the best-in-class financial planning experience. Our dedicated partnership prioritizes your success and propels you forward with cutting-edge solutions, personalized consulting, and intuitive tools. Our customized approach to financial planning is centered on empowering individuals with the knowledge, skills, and resources they need to navigate complexities, overcome challenges, and build secure and prosperous futures. Financial planning is more than just a static recommendation – it is a transformative, client-centered process. By seamlessly integrating personal and financial circumstances, our dynamic approach helps to optimize life goals and adapts to evolving lives. Let us show you how we can transform the way you approach financial planning.
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In 2024, our team helped raise tens of thousands of dollars and dedicated 250+ hours to causes that matter most to us, exemplifying our commitment to giving back. At CFG, community involvement is at the heart of who we are. From quarterly volunteer days to event sponsorships, we're proud of our meaningful connections and positive impact this year. Want to learn more about our efforts? Read the full story in our latest blog post: https://lnkd.in/eK2ymSvv
Exciting news! CFG is thrilled to welcome Douglas J Perry, CWS® and his incredible team – Caroline Perry and Megan Waters – to our growing network! Together, they’re launching Stafford Wealth Advisors, a boutique wealth management practice based in Portland, OR. Perry, reported serving over $300M in client assets*, is committed to holistic financial planning and brings a wealth of expertise to CFG. We’re excited to partner with them to provide tailored solutions and unparalleled service to clients. Welcome, Stafford Wealth Advisors, to the CFG family! Learn more about Stafford Wealth Advisors: https://lnkd.in/ePtwBPSb Read the full announcement here: https://lnkd.in/emkbwedW *Value approximated based on asset and holding details provided to MMLIS from 12/3/2024.
Rally 2 Give Foundation, a nonprofit founded by our Executive Chairman, Richard St. Jean, Jr., connects car lovers with the special needs and developing youth communities. The foundation recently celebrated its eighth annual charity car rally, not only exceeding all previous fundraising achievements but also setting a new record by raising a remarkable $517,287! Proceeds will be directed toward the support of the following five charities: - Chill Foundation - Triangle, Inc. - Winters Center for Autism - Friends of Jack Foundation - Gnome Surf CFG is proud to have been a premier sponsor of Rally 2 Give since its inception. Over the past eight years, we’ve supported its tremendous growth and impact, fueled by the collective efforts of our staff, advisors, and clients. Together, we’re driving meaningful change!
We had a blast hosting the Boston Young Professionals Association in our Boston office last week. Thank you to our speakers – Sam Philbrook, CLF, Vernon Miles, Sean Hagan, Esq., LL.M., Mike Laskowski, and Ryan Wilson – who spoke about being a business owner and building thriving businesses. If you’re interested in learning more about our upcoming events, please don't hesitate to reach out: https://lnkd.in/eFwgc5DP
Big things are on the horizon! Our group of fastest-growing planners gathered for their 2025 business planning kickoff, and the energy was unbeatable. Seeing these driven planners map out their goals for the year ahead reminds us why we do what we do – empowering others to reach their full potential. Here’s to a 2025 filled with bold ideas, continuing success, and unstoppable growth!
At CFG, supporting our growing community of female advisors is a key priority, inspiring us to create AmpliFi – a collaborative study group dedicated to mentorship, growth, and connection. Last week, AmpliFi members gathered in New Hampshire for an overnight retreat where they participated in powerful exercises, including an ice bath challenge that highlighted how mindset can overcome physical challenges. This experience served as a reminder of the resilience and strength needed to navigate change. We’re proud to invest in initiatives like AmpliFi, building a stronger, more inclusive future for women in financial services.
We’re proud to share that our Head of Wealth Strategy, Daniel Murphy, CFP®, RICP®, had the honor of speaking on a panel at Bentley University, helping business students and graduates explore what a career in financial planning can offer. Alongside other industry experts, Dan shared insights on diverse career paths, personal journeys, and practical advice for navigating a future in finance. Events like these are essential in shaping the next wave of professionals – and we’re excited to be part of it!