Our Partners

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Commonwealth Financial Network®

 

 

As registered investment professionals, we are required to affiliate with a company in order to buy and sell investment products on behalf of investors. Azimuth Wealth Management has chosen to work with Commonwealth Financial Network, an independent broker/dealer, which means our firm remains independent, too. We are free to act in your best interest, without pressure to promote a particular product or strategy. It's a model that differs from that of some other, larger financial firms whose financial representatives are accountable not just to their clients, but also to the parent company that employs them.

Commonwealth Financial Network is recognized as one of the nation's largest privately held independent broker/dealers. Our relationship with Commonwealth provides us with extensive resources, including a highly credentialed independent investment research team, attorneys, and insurance professionals. Commonwealth is also independently owned and managed, which means the firm retains the freedom to allocate resources where they're needed and to act in the best interests of its financial advisors and their clients—not shareholders.

Learn more about Commonwealth and how they support us in delivering world class service. 

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Commonwealth Advanced Planning Team

 

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service. This expands the depth of our team, providng us with a network of experts to collaborate with on particularly complex planning issues and also act as a sounding board for client solutions.

Learn more about the Commonwealth team. 

 

 

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Dimensional Fund Advisors (DFA)

 

 

Azimuth Wealth Management has partnered with world-class money manager Dimensional Fund Advisors as part of our portfolio construction approach for our clients. DFA provides Nobel Prize winning research to portfolios that are available to the clients of our firm. Dimensional's long-term, scientific approach and emphasis on client education helps investors develop perspective and confidence that enhances their investment experience. DFA is a leader in passive equity management, with deep connections to leading academic financial economists, including Gene Fama (University of Chicago) and Ken French (Dartmouth).

Christy is happy to answer any questions you have about DFA and how their approach may be used in your investment strategy.