Signatory Category: Service Provider
Assets under management: AUM < 0.1
Common Interests is an independent, boutique Family Wealth Management Practice with a healthy attitude of humility and service. We stand by our Mission Statement: “To enhance the financial wellness of our clients in a socially responsible manner by bringing to bear years of experience, knowledge and integrity.” We have no minimum requirements and are absolutely focused on solving our clients’ financial problems…of all kinds. Special areas of focus include Socially Responsible Investing, Portfolio Design and Management and all of the aspects of Comprehensive Financial Planning for individuals and families. We work with families on a multigenerational basis to help them come together, share their worries and concerns, and seek our counsel in creating financial plans. Our compensation comes from fee revenue as well as commissions; whichever approach is determined to be the most cost effective for each individual client. All costs issues are clearly delineated and openly discussed. We firmly believe in the social responsibility of treating others as we would want to be treated ourselves. The initial consultation is always complementary so that we can get to know one another and make the decision to move forward.