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Our Firm

Commonwealth Planning Group is a Boston-based financial advisory firm specializing in comprehensive financial planning and the implementation of aligned investment and insurance strategies.

Many of our individual, family and corporate clients come to us with strategies that were implemented by tax, legal, investment and insurance professionals. Often we find that these important decisions were evaluated in isolation. Our clients rely on us to evaluate these strategies in synchrony and help them understand how they impact their unique long-term goals.

We offer integrative solutions to clients who want their financial lives to be managed by a team of experts. Our mission is to work with our clients to define their long-term goals and implement coordinated strategies to help achieve them.

Our busy and successful clients work with us so they can enjoy their lives with the confidence of knowing that we are there to guide them through their most important financial decisions.