We are proud to partner with Commonwealth Financial Network®
Commonwealth is a Registered Investment Advisor that helps independent advisors like us serve their clients. As of December 31, 2023, Commonwealth manages total account assets of 296.3 billion.
Independent, just like us
Commonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients—not shareholders. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.
A reputation you can trust
J.D. Power has ranked Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms” six times in a row.
Commonwealth received the highest score among independent advisors in
the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
How Commonwealth helps us help you
Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. It’s that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for our firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
Choice
Through Commonwealth, we have access to robust, independent market research, financial planning expertise, and a wide universe of investment options—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans.
Service
The firm’s advisor-to-staff ratio is one of the best in the industry*. This means staff members answer our calls promptly, execute transactions quickly and accurately, and, in general, offer our firm the same highly personalized treatment we strive to give you.
*Based on the number of producing advisors as of December 31, 2023, when compared to competitor metrics published by InvestmentNews and FA Mag.
Technology
Commonwealth’s technology platform is a critical component in our ability to keep you on track to your financial goals. Its integrated web-based systems allow us to more efficiently manage your portfolio and your overall financial life.
Security
Commonwealth is second to none in its commitment to safeguarding your privacy and ensuring that your personal data remains secure. From encryption standards to disaster recovery plans and other measures the firm employs, we are confident that the information our clients entrust us with will remain secure.
If you’d like to know more
We’d be glad to talk with you further or answer any questions you may have about our affiliation with Commonwealth.
Just ask!
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Dave Baldwin (CA Insurance Lic #0F04767) is a registered representative and investment advisor representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Tax preparation services offered through Talents Financial Planning and Wealth Management are separate and unrelated to Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
© 2024 All Rights Reserved | Talents Financial Planning & Wealth Management