Home News Commonwealth Nabs $350 Million Father and Son Team

Commonwealth Nabs $350 Million Father and Son Team

Commonwealth Financial Network, a private registered investment adviser and independent broker-dealer, has added Spiegelman Wealth Management of Lafayette, California, to its network of independent financial advisors.

Commonwealth Financial Network, a private registered investment adviser and independent broker-dealer, has added Spiegelman Wealth Management of Lafayette, California, to its network of independent financial advisors.

Spiegelman Wealth Management, led by Alan and Adam Spiegelman, is a comprehensive investment advisory and financial planning firm focused on high-income and high-net-worth individuals. Formerly affiliated with Northwestern Mutual, the father and son team bring more than $350 million in assets under management to Commonwealth.

“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.”

Founded in 1979, Commonwealth Financial Network is the nation’s largest privately held RIA and independent broker-dealer with $156 billion in AUM. With headquarters in Waltham, Massachusetts and San Diego, California, the firm supports 1,800 independent financial advisors nationwide.

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