Commonwealth Financial Group

About Commonwealth Financial Group

Since 2000, Commonwealth Financial Group has been providing personalized attention and professional advice and direction to physicians, businesses and successful families.
Located on Daniel Island, near Charleston, S.C., Commonwealth provides unbiased advice in the areas of financial success, including portfolio management, tax and estate planning, and business consulting.
Unlike the traditional approach of one advisor attempting to be everything to the client, we believe in a team-centered approach to our consulting. In a world full of fast paced transactions, we believe slowing down to establish deep understanding of situations is where true value is created. One of the first steps in our process is listening, then to steward a conversation that reflects your personal story.
Since our inception, our concern for our clients is the driving force behind everything we do. We believe in living a life of significance and helping our clients achieve alignment between their financial plans and what's truly important to them.


Marketing and Wealth Managment Intern

June 2019 Boston, MA
“Everyday life: Living in Boston was a great experience as well as. I lived in Charlestown right outside of the city and biked into work every day. Internship: I really enjoyed every moment of the internship. Two days of the week I worked under a financial advising team taking notes and doing administrative work. Three days of the week I worked under the marketing director of the company and created collateral for advisors. Rebranded powerpoints, created illustrations for existing life insurance policies. Very excel oriented and high demanding internship. It has already paid off in dividends as I finish the fall semester of my junior year. I highly recommend applying for a position where you are forced to become well rounded in your interests. Step out of your comfort zone and develop new skills. ”
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