Strategic Financial Solutions, based in Cedar Rapids, has joined the Commonwealth Financial Network, a national firm providing financial advisors with holistic, integrated business solutions.
Formerly affiliated with Principal Securities, Inc, Strategic Financial Solutions and its advisors bring with them approximately $1.4 billion in total assets.
“Feel, fit, financials, and future direction are core components of our decision-making process,” Strategic Financial Solutions president Larry Witzel said about the choice to make the move. “Commonwealth’s service-oriented culture feels in sync with ours. The breadth and depth of resources — from the technology enhancements and interface to the Commonwealth team being readily available to answer our questions — make this a good partnership. Together, this will enable us to unleash even greater productivity and efficiency as we look to the future.”
Strategic Financial started working with Commonwealth’s Brand Studio to develop a new website and tap into technology solutions, including the Virtual Transition Support program, to help ensure a smooth move.
“For the whole team, it’s all about connectivity with Commonwealth,” Mr. Witzel said. “We have the infrastructure in place, so if we can operate smarter and faster to deliver better outcomes for our clients, that’s a big win.”
“The Strategic Financial Solutions team is laser-focused on achieving clients’ objectives through a high-touch consultative approach,” said Becca Hajjar, managing principal and chief business development officer at Commonwealth. “We’re delighted to welcome the firm to Commonwealth and look forward to delivering our suite of sophisticated solutions to help them scale their business, all supported by the same caliber of personalized service they provide to their clients.”
Strategic Financial Solutions has established a focus on corporate retirement plan guidance, individual wealth management, and comprehensive planning for clients near or in retirement. The firm distinguishes itself through its corporate offerings, developed around a structured consultative model and a dedication to client education.