A complete list of active advisors currently associated with Commonwealth Retirement Investments LLC
Warmer can help you find a great advisor at Commonwealth Retirement Investments LLC or one who fits your needs even better.
Commonwealth Retirement Investments, doing business as Commonwealth Retirement Advisors, advises individuals and families with a primary focus on clients who are in or approaching retirement. The firm offers personalized financial planning and discretionary portfolio management across strategies tailored to retirement objectives, and it manages roughly $377 million for about 337 households. CRA’s planning process begins with a discovery meeting to establish priorities and an asset allocation framework, then deploys strategies such as dividend-growth equities, dividend funds, fixed income, tactical equity ETFs, annuities and cash-management allocations as appropriate. Portfolios are generally managed on a discretionary basis, with ongoing reviews and a reliance on publicly available research and custodian-provided resources to guide allocation and tactical adjustments. The brochure discloses several practices that distinguish CRA from many peers: certain professionals are registered representatives of a FINRA broker-dealer (Purshe Kaplan Sterling) and are separately licensed insurance agents, allowing them to recommend and implement insurance products and variable annuities for which they may receive customary commissions. The firm also notes the use of institutional custodial support that includes educational conferences and practice resources, and it discloses client-facing communications and marketing practices — including periodic communications, seminars/workshops, and the use of testimonials — which are less common among similar team firms.
To learn more about the advisors currently working at Commonwealth Retirement Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Richmond, VA
| 3
| |
Richmond, VA
| 43
| |
Richmond, VA
| 24
| |
Richmond, VA
| 11
| |
Richmond, VA
| 44
|
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