Breaking Away

Are you where you want to be in your career? If you've considered going independent, here’s information to help you make an informed decision.

Researching Options

What fears do you have about going independent? Learn more about what kind of support you'll need.

Choosing a Partner Firm

When breaking away from your wirehouse, the right partner can make all the difference. Here's what to ask when interviewing firms.

Opening Your Doors

Do you know what to do to be ready for your clients? Read more about the steps to take before you open for business.

Driving Long-Term Success

Now that you’re in business, how will you measure growth and success? It’s a good time to think about next steps, such as prospecting for new clients and expanding through acquisitions or connections with new advisors.

Explore these resources to learn more about growth and building your legacy.

Connect with Us

Tell us a little about yourself. We'll begin a conversation about your business and how Commonwealth can help move your practice forward.