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  • About Us
    • Our Story
    • Our Team
    • Career Opportunities
    • Disclosures
  • Services
  • Resources

    Disclosures

    ​Form ADV Part 2A + PRIVACY POLICY​

    ​FORM ADV PART 2A APPENDIX 1

    Form ADV Part 3: Relationship Summary

    What are you capable of?

    Aim higher and achieve with guidance from our advisors. Get started with a complimentary consultation.

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    This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Investment Partners LTD. are separate and unrelated to Commonwealth. Investment Partners, LTD is a Registered Investment Adviser. 

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    Form CRS: Client Relationship Summary 
    Form ADV Part 2A + Privacy | Form ADV Part 2A Appendix 1 | Form ADV Part 3: Relationship Summary

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