Schwenksville, PA Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,786 advisors across 1,206 offices

Location

Schwenksville PA

Advisors at this office

2

Advisors at this office

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Raegan S

Series 66

Schwenksville, PA

Commonwealth Financial Network

Raegan Saylor is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has worked at Commonwealth since 2016 and previously at WFG Investments, Inc. from 2012 to 2016. She is co-owner of Assay Wealth Partners, LLC, and owns Assay Private Client, which provides estate planning services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Vatsal A

Series 66

Schwenksville, PA

Commonwealth Financial Network

Vatsal Assar is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has been with Commonwealth and MPACT Financial Group since 2016 and previously worked at WFG Investments, Inc. from 2012 to 2016. Assar is a co-owner of Assay Wealth Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios with access to various securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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