Common Interests is an independent boutique Family Wealth Management Practice with a healthy attitude of humility and service. They stand by their Mission Statement: “To enhance the financial wellness of our clients in a socially responsible manner by bringing to bear years of experience, knowledge and integrity.” Common Interests has no minimum requirements and are absolutely focused on solving their clients’ financial problems…of all kinds. Special areas of focus include Socially Responsible Investing, Portfolio Design and Management and all of the aspects of Comprehensive Financial Planning for individuals and families. Common Interests works with families on a multigenerational basis to help them come together, share their worries and concerns, and seek counsel in creating solutions that will lead to the financial wellbeing that they are looking for.
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