A Partnership that benefits You.
Sammut Wealth Management is partnered with Commonwealth Financial Network®, a broker-dealer and investment adviser who assists us in providing an exceptional client experience.
Founded in 1979, Commonwealth has the scale, stability, and resources to help us deliver innovative and integrated solutions. With a staff of more than 850, Commonwealth helps approximately 1,950 independent advisors* serve their clients. The firm is privately held and manages total account assets of approximately $161 billion.*
Commonwealth is our secret weapon. As the nation’s largest privately held independent broker-dealer, the firm's vast infrastructure is built around doing whatever it takes to deliver everything advisors need to serve their clients. The firm’s always–expanding resources help ensure that we can deliver the best possible guidance and the prompt, personal service you expect and deserve. Among the many reasons we choose to affiliate with them, here are a few:
- Commonwealth is extremely selective, turning away more than half of the advisors who want to partner with it. The firm seeks to partner with advisors with an exemplary compliance history; a prudent, balanced approach to investing and managing assets; and a highly personalized way of doing business.
- Commonwealth excels in its commitment to safeguarding your privacy and ensuring that your investment data remains secure. Its encryption standards, redundant data centers, and disaster recovery plans make us confident that the information you entrust us with will remain well protected.
- Fidelity Clearing & Custody SolutionsSM (FCCS)* provides clearing, custody, and other brokerage services to Commonwealth through National Financial Services LLC (NFS). Like Commonwealth, NFS is an industry leader with a long and stable history of customer service excellence. We have the utmost confidence in the proficiency with which NFS handles every trade, statement, report, and myriad other transactions for millions of clients—and we believe that you can as well.
- The firm’s Compliance team offers a flexible, responsive framework that allows us to understand what various industry regulations mean and how to work within them to achieve your goals.
- Investment choice. Commonwealth provides us with an open investment platform, which gives us access to the complete universe of solutions from which to recommend the best choices for you based on your financial objectives, personal investment style, and risk tolerance.
- Breadth of expertise. Dozens of experts in estate planning, taxation, risk management, business planning, charitable giving, and retirement planning are available to consult with us to ensure that the recommendations we make are the right ones for your financial situation.
- Service. The firm’s advisor-to-staff ratio is one of the best in the industry. This means that staff members attend to us promptly, execute transactions quickly and accurately, and, in general, offer first-class service to help us provide the same to you.
- Technology. Commonwealth’s secure, web-based platform allows us to efficiently and easily manage all aspects of your financial life and offer you easy access to your accounts through our website.
- Access to top management. Commonwealth’s business model and corporate culture allow us open access to the firm’s 13 managing partners, who have an average tenure of more than 24 years and a hands-on approach to day-to-day operations. The availability of this depth of knowledge translates directly into better, faster, more informed decisions for you.
In addition, we are proud to be associated with an organization that has received acknowledgments of its workplace culture year after year in the Boston and San Diego areas where its home offices are staffed. The firm has been recognized 38 times and counting as a Best Place to Work by:
- The Boston Globe
- Boston Business Journal
- San Diego Business Journal
- The San Diego Union–Tribune
- Computerworld
*As of 12/31/18
** Fidelity Clearing & Custody SolutionsSM (FCCS) is an independent company, unaffiliated with Commonwealth. FCCS is a service provider to Commonwealth and provides clearing, custody, and other brokerage services to Commonwealth through National Financial Services LLC (NFS), member NYSE, SIPC. 807841.1.0