FAQs

A.

As you strive to grow your personal net worth, the financial challenges you face become increasingly complex. While some investors have a long-term strategy in place to grow their assets and manage risk within their portfolios, many do not have strategies for dealing with the tax implications that result from the distribution and transfer of the assets they have worked so hard to accumulate. Capitalizing on opportunities to preserve, grow, and transfer your wealth requires the sophisticated guidance of a professional who knows and understands your long-term financial goals.

As an Investment Adviser Representative of Commonwealth Financial Network®, Rob Otwell has the ability to offer wealth management services that address the complex financial planning issues that many of his clients face. Commonwealth’s Wealth Management program provides him with the infrastructure to offer his clients a comprehensive array of services to help plan and manage their wealth. For the phases of your financial life, Wealth management refers to the coordination of various strategies that encompass all phases of your financial life, from the accumulation of assets, to risk management, to tax strategies, to retirement and estate planning.

A.

As an Investment Adviser Representative of Commonwealth Financial Network®, adviser Rob Otwell creates, implements, and monitors customized financial plans designed to help affluent individuals, veterinarians and families pursue their financial goals. Rob thoroughly assesses and analyses his clients complete financial picture to ensure that their strategy reflects their values, risk tolerance, and ultimate life objectives.

A.

Rob Otwell is known for taking a conservative approach to wealth management. Rob uses sound judgment and prudent decision-making—values that have helped so many of his clients protect their existing assets and successfully pursue their goals.

A.

Rob is commitment to always keeping his clients best interests in mind. He's chosen to partner with Commonwealth Financial Network, an independent broker/dealer with a 30-year history of focusing solely on the needs of its affiliated advisors and the clients they serve. This partnership means that Rob remains free to make recommendations based solely on what’s right for you, without bias or pressure to promote a particular product or strategy—which is not the case with some other types of financial advisors.

A.

Services Provided:

• Investment management

• Education planning

• Business succession strategies

• Post-retirement income planning

• Insurance planning

• Strategies for minimizing tax burdens

• Estate planning

• Charitable giving strategies

• Coordination with other professionals, such as CPAs and attorneys, to ensure that everyone is working toward common goals