What you see is not what you get...what you get from our team is truly much more.
When it comes to financial advice, you certainly want the assurance that “what you see is what you get.” That’s why our firm’s approach to client relationships is to be clear and direct—minus any jargon, confusing concepts, or superfluous information. But when it comes to choosing us as your financial professional, what you see is not what you get. Indeed, what you get from Screaming Eagle Wealth Management is truly much more.
Strength in numbers
Our partnership with Commonwealth Financial Network®, an unprecedented 10-time winner of Investment Advisor magazine’s Broker/Dealer of the Year award*, provides us with unparalleled resources that we translate into indispensable service for our clients. With more than 2,000** registered representatives like us, Commonwealth is a national firm that has spent over
35 years providing expert investment research guidance, access to top professional money managers, smooth transaction processing, and leading-edge technology. Combined, the 700+ professionals at Commonwealth have more than a millennium of financial services experience.
Investment research
Commonwealth’s Investment Research team is comprised of experts with CFA® and CFP® designations, as well as master’s degrees. Each analyst focuses on one or two specific asset classes so the investment committee as a whole can determine recommended mutual funds and allocation models. This group not only works with outside professional money managers to help ensure that we can provide you, our clients, with solid, competitive options, but it also offers its own professional money management program.What’s more, Commonwealth has contracted with the elite providers in outside investment research, which gives us access to up-to-the-minute data on the universe of mutual funds, separately managed accounts, annuities, exchange-traded funds, equities, and select alternative investments. We will always have our finger on the pulse of financial markets and products.
Financial planning
Because your needs extend beyond the realm of your investment portfolio, the Commonwealth team also employs financial planning experts to assist us in addressing your most complex financial needs and to provide us with leading planning tools and resources. The financial planning group consists of CFP® certificants, attorneys, and niche-credentialed experts who are focused on meeting needs related to estate planning, taxation, risk management, business planning, and retirement planning—and all of the nuances that go into these areas.
Leading-edge technology
Our world moves at a breakneck pace and technology changes even faster. Commonwealth has spent 35 years developing its own leading technology solutions to better serve us and our clients.
Fully integrated systems provide seamless processing of our business and enhance our ability to focus on your financial needs. With tools that allow us to easily review your financial situation, efficiently make updates and changes, and keep you apprised of your status through client-friendly systems, Commonwealth’s technology is unique in our industry.
And there’s much more
This is just a sample of the support resources Commonwealth brings to the table to help us help you. As you can see, when you partner with Screaming Eagle Wealth Management, you get more than our wisdom, experience, and service—you gain access to an entire network dedicated to our mutual success.
*Based on various criteria that includes overall service and payout; 1991, 1992, 1994, 1996–99, 2001, 2002, 2005 **As of 12/31/19