WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, announces the addition of Spiegelman Wealth Management of Lafayette, California, to its network of independent financial advisors. Formerly affiliated with Northwestern Mutual, advisors Adam and Alan Spiegelman—along with their team—bring with them more than $350 million in assets under management.
Spiegelman Wealth Management is a comprehensive investment advisory and financial planning firm focused on high-income and high-net-worth individuals. With a combined total of more than 60 years’ experience, Spiegelman Wealth Management prides itself on offering personalized asset allocation, professional research, flexible investment options, and a simplified, integrated approach to helping clients achieve their goals. For more information, visit their website, www.spiegelmanwealth.com.
Adam Spiegelman, CFP®, CLTC, wealth advisor, said, “After extensive due diligence at all major advisory firms nationwide, we agreed that Commonwealth was the right move for us—not only for the offerings and opportunities that are now available to us but from a cultural standpoint as well. We’re invigorated and eager to explore a new level of access to products, advice, research, and programs that will open doors to new possibilities and will directly enhance our client experience.”
“We’re excited to welcome Spiegelman Wealth Management to the Commonwealth community,” said Andrew Daniels, managing principal, business development. “This is a hardworking family office that offers white-glove service to its clients, and we look forward to providing that same level of service to this team. From practice management to research to insurance, we will provide the ongoing support they want to continue to grow their practice and enhance their clients’ experience.”
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports 1,778 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
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