Services focused on lifelong returns



•  Review Personal/Family    
    Needs, Goals, and Beliefs

•  Determine Financial  
    Objectives (i.e., time horizon,
    risk tolerance, and asset 
    allocation)

•  Portfolio Construction and
    Management

•  Provide Investment Selection

•  Monitor Portfolio (on 
    discretionary basis)

•  Rebalancing and reallocation

•  Retirement planning

•  Estate planning

•  Business Planning

•  Succession Planning

•  Risk Management Planning

•  Education Planning

•  Asset Protection
•  Wealth Transfer Planning

•  Health Care Planning

•  Coordinate and Integrate 
    Financial Planning with 
    Existing or New Financial
    Professionals (i.e., CPA,
    attorney, etc.)

•  1031 Real Estate Review

•  Stock Option Planning
    Analysis

•  Cash Flow Analysis

•  Charitable Planning

•  Tax Management Strategies

•  Investment Tax Planning

•  Debt Management Review

•  Insurance Review

•  401(k)/Employer Retirement
    Plan Review

•  Review Plan Benefits

•  Salary Deferral Options

Fixed insurance products and services, and tax and accounting services, offered by Cape Point Wealth & Tax Management are separate and unrelated to Commonwealth.

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This communication strictly intended for individuals residing in the states of AZ,CA,CT,IL,IN,NM,NV,NY,OH,OR,TX,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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