Welcome To Common Interests

Common Interests is an independent, boutique Family Wealth Management Practice with a healthy attitude of humility and service. We stand by our 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.” We have no minimum requirements and are absolutely focused on solving our 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. We work with families on a multigenerational basis to help them come together, share their worries and concerns, and seek our counsel in creating solutions that will lead to the financial wellbeing that they are looking for. Our compensation comes from fee revenue as well as commissions; whichever approach is determined to be the most cost effective for each individual client. All costs issues are clearly delineated and openly discussed. We firmly believe in the social responsibility of treating others as we would want to be treated ourselves. The initial consultation is always complementary so that we can get to know one another and make the decision to move forward.

Our Philosophy of Operation

Both Bob and Max believe in the “categorical imperative” which states that all people should behave in such a way that if everyone behaved that way, the world would be a better place. Common Interests strives to live up to this in two ways: by putting the interests of our clients first and through Socially Responsible Investing.

Mission Statement

We are a full-service, comprehensive financial planning firm committed to empowering the financial wellness of our clients.  Our mission is “to enhance the financial wellness of our clients in a socially responsible manner by bringing to bear our years of experience, knowledge and integrity.”

Our Commitments to our clients

  • To provide comprehensive and confidential financial guidance.
  • To listen to client’s concerns and needs in order to help identify and prioritize their goals.
  • To recommend financial services and products that meet their individual needs and goals and provide appropriate solutions to the financial problems they are facing.
  • To establish and maintain a long-term relationship as their most trusted advisor.
  • To stay current with the changes in the financial environment in order to provide the most timely and correct solutions as possible.

Benefits to our clients

Professional Management – Well trained, educated and experienced professional working to help you achieve your goals

Time Management – Clients are able to use their time more effectively to balance careers and family

Plan Closure – Client’s Financial Plan will be completed in a timely manner and reviewed on a regular basis

Our Team

This video will help you understand what independence means

Office Location