Senior Partner | CFBS
A partner at Commonwealth Financial Group since 2009, Jeff maintains an unparalleled enthusiasm and genuine passion for planning, investing and wealth accumulation. Jeff is a consummate professional who focuses on the individual needs of his clients. He excels in assisting clients bolster their financial standing by implementing sound and progressive investment strategies coupled with prudent risk management.
Typically financial success does not bring simplicity to people’s lives. In many instances, as people increase their wealth, life becomes far more complicated. Attorneys, CPAs, Insurance Agents, and Investment Advisor Representatives can all be extraordinarily helpful in providing sound advice, but they typically offer up their guidance independent of one another. This paradigm leaves clients primarily responsible for sifting through a wide array of different types of recommendations, trying to figure out which ones are most appropriate and how they all fit together.
Jeff and his team provide a single-source, comprehensive wealth management solution for companies, institutions, families, business owners, and professionals. They specialize in the full integration of personal, business, and estate planning, as well as tax mitigation strategies. Jeff’s approach to financial management is straightforward: he listens closely to his clients in order to take into account all aspects of their financial lives, including their goals, objectives, desired timeline, and risk tolerance.
He then integrates all of these aspects, working closely with his team of subject matter experts at Commonwealth Financial Group, to develop a comprehensive strategy tailored specifically to each individual client. This holistic team-based approach was specifically designed to help simplify many of the common complexities associated with modern day wealth management.
Jeff’s clients tell him that his personalized process allows them to see their financial and business affairs from a new perspective and helps them to pursue their goals with purpose, clarity, and a longer term view. Working with Jeff and his team, clients can expect to receive an exceptional, well-coordinated level of personalized service.
Jeff graduated from the University of Massachusetts Dartmouth in 1997 with a B.S. in Business Management and International Marketing. In 2014 he became a Senior Partner at Commonwealth Financial Group and was promoted to the role of Managing Director. He maintains a Certified Family Business Specialist (CFBS) designation. In addition, he holds a Life, Accident and Health license, as well as Series 7 and 66 securities registrations. Jeff currently resides in Swansea, Massachusetts, with his wife Judy and daughter Ava.