Commonwealth Financial Group

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Commonwealth Financial Group There is a need for a trusted advisor and Commonwealth is our response to that need. Securities offered through Cetera Advisor Networks LLC member FINRA/SIPC.

Commonwealth Financial Group is a comprehensive financial planning firm that began with a vision to reinvent the way clients receive financial services. Since 2000 Commonwealth has served clients with a guiding philosophy that doing the right thing for the client is paramount. The value we provide our clients is our independent advice and a team-oriented approach to providing a personalized financial strategy. We believe important decisions with our clients help them to define what true wealth means and this enables them to have a positive impact now and for generations to come. Since our inception, our concern for our clients is the driving force behind everything we do. We believe in living a life of significance and helping our clients achieve alignment between their financial goals and what's really important.

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Commonwealth is independently owned and operated, and offers its own suite of products and services entirely independent of Cetera. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Life insurance isn't something you set once and forget. The right amount of coverage changes as your life does. Here are...
10/07/2026

Life insurance isn't something you set once and forget. The right amount of coverage changes as your life does. Here are four moments that should trigger a second look:

1. You got married. Your finances are now connected to someone else's, and so is your risk.
2. You had a child. A new dependent means new income replacement needs, plus future costs like childcare and education.
3. You bought a home. That mortgage doesn't disappear if something happens to you. Your coverage should account for it.
4. You got a raise or changed careers. More income to protect often means your old policy isn't enough anymore.

Has any of this happened to you in the last year? Reach out for a free policy review.

Buying your first home is a big step, but it’s a lot easier with the right people in your corner. Our Financial Advisors...
09/28/2026

Buying your first home is a big step, but it’s a lot easier with the right people in your corner. Our Financial Advisors, Clark Wilson and Jackson Weeks, teamed up with Mortgage Lender Caroline Mathison and Beacon Community Bank for an evening of great company and conversation with future homeowners here in the Lowcountry. We talked through what it really takes to get prepared, what steps to focus on first, and why having a team behind you makes all the difference. Grateful for partners like Beacon Community Bank and for everyone who joined us for a great evening!

A great weekend at the SCANA Conference! We had a great time connecting with future SRNAs, networking with professionals...
09/24/2026

A great weekend at the SCANA Conference! We had a great time connecting with future SRNAs, networking with professionals & program directors, and being a part of a weekend dedicated to the next generation of nurse anesthetists. Thank you S.C.A.N.A. for having us, we’re grateful to have been a part of this special event!

One sweet Saturday for our team! We had a great time connecting with our community, catching up with familiar faces, and...
09/22/2026

One sweet Saturday for our team! We had a great time connecting with our community, catching up with familiar faces, and taking part in a special Summerville tradition at this year’s Sweet Tea Festival. Thank you Summerville Dream for another great event!

09/14/2026

At Commonwealth, “team” isn’t just a word. It’s how we work.

We believe every person has an important role to play, and our collective success depends on how well we work together. Advisors, staff, and every department bring different strengths to the table, with one shared goal: creating the best possible experience for our clients.
Because the value of Commonwealth isn’t limited to the person sitting across the table from you. It’s the depth of people and expertise behind them.

When you work with one Commonwealth advisor, you have the strength of the team behind you. And when you’re part of Commonwealth, you’re part of something bigger than yourself.

"If I give my grandkids more than $19,000, I'll owe taxes." We hear this constantly, and it's not true. Giving above the...
09/09/2026

"If I give my grandkids more than $19,000, I'll owe taxes." We hear this constantly, and it's not true.

Giving above the annual exclusion doesn't create a tax bill. It just means the excess gets reported to the IRS on a simple form. It only becomes an actual tax owed if you've given away tens of millions of dollars over your lifetime, and that's not the average situation.

There's also a detail most people miss: that $19,000 limit is per person, per recipient. A married couple can give $38,000 to a single grandchild with zero paperwork at all, and that number stacks for every grandchild or loved one you're gifting to. There's an even bigger move for 529s specifically: front-loading five years of gifting into one contribution, up to $95,000 individually or $190,000 as a couple, without touching your lifetime exemption.

Don't let a made-up tax bill talk you out of helping the people you love. Let's talk about what a gifting strategy could actually look like for your family.

Commonwealth Financial Group wishes you and your family a happy Labor Day weekend! As a reminder, our office will be clo...
09/07/2026

Commonwealth Financial Group wishes you and your family a happy Labor Day weekend! As a reminder, our office will be closed today in observance of Labor Day. We hope your holiday is filled with rest, gratitude, and time spent with loved ones!

Trump Accounts are making headlines, but what are they actually designed to do? Today, we’re breaking down what they are...
09/02/2026

Trump Accounts are making headlines, but what are they actually designed to do? Today, we’re breaking down what they are, what they aren’t, and how they compare to a 529 so you can better understand where they may fit into your child’s financial future.

Our 2026 Sales Summit brought our advisors together last week for a day of learning, conversation, and growth. We challe...
08/24/2026

Our 2026 Sales Summit brought our advisors together last week for a day of learning, conversation, and growth. We challenged ourselves to think differently, raise the bar, and continue finding ways to deliver our best. It was a great day to step away from the day-to-day, spend time together, and focus on our team and what we are building together. We’re excited to carry that momentum into all that’s ahead.

Back-to-school season is here, and with it comes a natural focus on what’s ahead. Over the next few weeks, we’ll be shar...
08/24/2026

Back-to-school season is here, and with it comes a natural focus on what’s ahead. Over the next few weeks, we’ll be sharing a closer look at education planning and some of the ways you can plan thoughtfully for your child’s future.

Something that surprises a lot of parents? the same dollar amount can affect financial aid very differently, depending on whose name is on the account.

Money in a parent's name, a regular brokerage account or a parent-owned 529, gets assessed at up to 5.64% on the FAFSA. That same money sitting in a child's name, like a custodial account, gets assessed at 20%. Nearly four times as steep. And a grandparent-owned 529? Not counted at all. Put another way, $50,000 in a parent's name reduces aid eligibility by roughly $2,800. That same $50,000 in a child's name reduces it by $10,000.

The takeaway isn't "avoid saving for your kids." It's that where you save matters just as much as how much you save. If you're not sure whose name your education savings sit under, or whether that's still the right call, let's take a look together.

Address

225 Seven Farms Drive, Ste 106
Charleston, SC
29492

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18438844545

Website

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