Our Team

Independent
All of our recommendations are based solely on our clients' specific needs and circumstances.

Personal
Building long-term relationships is our priority. We work hard to create trusted partnerships with clients to best build, manage, and preserve their wealth.

Passionate
We love what we do and everything we do is designed with our clients' very best interests in mind. We appreciate you choosing us to help you plan and manage your financial future, and we will work hard every day to reaffirm that you made the right choice. 

Common Wealth

Commonwealth

RIA-Broker/Dealer

Bob Walczak

Bob Walczak

Retired Founder

Teddy Teddy

Teddy

Office Dog

Louie Louie

Louie

Intern (Fully Remote)