Why Wealth Management?
We recognize that your entire financial picture extends beyond the typical portfolio asset allocation and periodic re-balancing.
You may likely have questions about other financial services such as drafting trusts or wills, filing for taxes, or adding various insurance plans.
Therefore, we work with a network of professional, trusted and specialized partners who will focus on your unique financial goals.
This team approach allows Ron Patterson to remain your primary and central contact, and at the same time providing specialized financial services which will help optimize your entire financial picture.
* Securities & Advisory Services offered through Commonwealth Financial Network. Member FINRA / SIPC - A Registered Investment Adviser. Fixed insurance products and services offered by First National Investment Center are separate and unrelated to Commonwealth.
Non-Deposit Investment Products sold at First National Investment Center are: NOT FDIC INSUREDARE NOT A DEPOSITMAY LOSE VALUEHAVE NO BANK GUARANTEEARE NOT INSURED BY ANY GOVERNMENT AGENCY
This communication is strictly intended for individuals residing in the states of CO,FL,IA,IL,IN,MI,MN,OK,PA,TX,WI,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
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