Office of Peter Coopersmith, AIF®
With years of experience, we’ll help make them a reality.
What matters most when it comes to managing your wealth and planning for retirement? You need access to a wide range of products and services and an advisor with years of experience who offers extensive knowledge and advice you can trust.
We are committed to delivering on your financial goals. Our affiliation with Commonwealth Financial Network®, an independent registered investment adviser-broker/dealers, gives us invaluable resources, experience, and guidance that assist us in fulfilling that promise.
Unlike some advisors, we’re free to make recommendations based on what’s right for you, without pressure to promote proprietary products or strategies.
We have access to knowledge that spans the breadth of wealth strategy and enables timely insight into market opportunities, so we always have our finger on the pulse of financial markets.
Building long-term relationships is our priority, so we start by taking the time to understand our clients personally and then carefully chart a course for your financial journey.
Through Commonwealth’s sister firm, Advisor360°, we provide an integrated technology platform that gives you 24/7 access to your investment information and worldwide financial markets.
We provide strategic counsel and big-picture perspective that empower clients like you to realize their goals. We offer all the products and services you’d expect from a full-service wealth management consultant, along with powerful technology and outstanding service.
Commonwealth Financial Network® was founded with the objective of creating an open and supportive environment and providing everything its advisors need to serve their clients. That aim is as clear today as it was when the firm first opened its doors in 1979.
The culture Commonwealth has created over the years, along with the dedicated, friendly support it provides, is one of the reasons we chose to partner with the firm—and why you can always expect to receive the prompt, attentive service you deserve.
Commonwealth works tirelessly to ensure that we can run our practice our way, and they’ve delivered for more than 40 years.
Commonwealth remains privately owned, so our business needs come first, not the needs of shareholders or stock prices.
Commonwealth puts employee satisfaction first and foremost. If a business is only as good as it’s people, our practice—and you— are in good hands.
Philanthropic partnerships that have endured for decades or random acts of kindness—serving the communities where we live, work, and visit is more than what Commonwealth does, it’s part of who they are.
Commonwealth does what they love, with people they love, for advisors and clients who share their values.