Form CRS: Client Relationship Summary

This communication is strictly intended for individuals residing in the states of FL, GA, DC, OH, NC, NJ, ME, CO, MS, MD. 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 and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC a Registered Investment Adviser.

2520 Manatee Avenue West
Suite 200
Bradenton, FL 34205
United States

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Company Description
As an Independent Financial Advisory Firm, our team provides the intimacy and personal attention of a small boutique with global resources of one of the world's largest financial services firms.