Center for Wealth Management, headquartered in Troy, Mich., has joined the Commonwealth Financial Network, according to a news release.
Center for Wealth Management consists of associates Robert J. Moore, Justin M. Williamson, and Jeffrey R. Steele, who were formerly with MML Investors Services, LLC, where they and their team managed $220 million in client assets.
The firm provides tax strategies and investment, estate and retirement planning services to pre-retirees and early retirees, as well as a niche clientele of engineers and young professionals.
Founded in 1979, Commonwealth Financial Network is the nation’s largest privately held Registered Investment Advisor (RIA)-Independent Broker Dealer (IBD), with headquarters in San Diego and in Waltham, Mass.