Commonwealth Capital Management

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Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 8:30 am - 4:30 pm

Tomorrow: 8:30 am - 4:30 pm

23 Years

in Business

Accredited

Business

(502) 420-9912Call Visit WebsiteVisit Website Map & DirectionsDirections10345 Linn Station Rd Ste 200Louisville, KY 40223 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 4:30 pm

Places Near Louisville with Investment Management

Bellewood (9 miles)
Masonic Home (9 miles)
Eastwood (10 miles)
Fisherville (10 miles)
Ashville (10 miles)
Pewee Valley (12 miles)
Glenview (12 miles)
Harrods Creek (13 miles)
Crestwood (14 miles)
Prospect (14 miles)

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General Info

Founded in 1994, Commonwealth Capital Management is focused on providing personal, comprehensive and objective wealth management services to business owners, physicians, non-profits, and individuals. Our services range from investment planning, retirement solutions, and insurance coverage. We always put our clients' goals and needs first. Call today to speak with an advisor and start planning for your future.

Email

BBB Rating

Extra Phones

Phone: (502) 420-9913

TollFree: (866) 430-4299

Payment method

amex, cash, debit, discover, master card, visa

Neighborhood

East Louisville

AKA

Buttonwood Capital Management LLC

Buttonwood Capital Management

Commonwealth Capital Management LLC

Other Links

https://www.ccmresource.com/our-locations.html

http://ccmresource.com

Other Email

Categories

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Insurance, Investment Advisory Service

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Details

Phone: (502) 420-9912

Address: 10345 Linn Station Rd Ste 200, Louisville, KY 40223

Website: https://www.ccmresource.com/our-locations.html

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Commonwealth Capital Management

Tax Planning
Estate Taxes
Tax Services
Roth IRA
Income Tax

Investment Management
David enjoys working with clients to help them identify and prioritize their personal or business financial goals, which is one of the first steps toward developing an effective retirement plan. He also provides analysis, evaluation and solution strategies for clients helping them to pursue financial goals include risk management (insurances), retirement and investment planning, and tax and estate planning.
Mutual Funds
James H.B. Wilson holds the Series 24 General Securities Principal registration and is the Branch Manager for the Denver office. Jim has been in the financial services field since 1976, bringing more than 33 years experience to his clients. Prior to being the Managing Director and Principal for Pentad Securities, Inc., he worked with Paine Webber and Hanifen Imhoff. During that time while caring for the needs of his clients, Jim was the regional insurance coordinator and special product manager, supervising marketing of mutual funds, insurance products and direct investments in the Rocky Mountain area. Jim is a registered representative of Cetera Advisor Networks LLC.
Wealth Management
A graduate of Youngstown State University, Jacob’s degree is focused on international business finance. He has been in wealth management since 2014 and is currently pursuing additional certifications.

Accounting Services

Financial Planning
“I grew up watching my mother who owned a retail store and my father who still operates a financial planning firm.” Scott got the desire to one day operate his own organization while in college. He soon became a co-founder of a successful E-Commerce business he operated for many years before selling it.
Retirement Planning
Marshall joined Commonwealth Capital Management in January of 2020 and he specializes in retirement planning for individuals and businesses including 401K plans and rollovers.
Annuities
Long Term Care
Dennis approaches his clients in a way that is very important in which, they are never alone in all the stages of their life. As a Certified Long-Term Care (CLTC) specialist, he is registered as a financial advisor. Dennis enjoys the challenge of designing programs in all stages of one's life to fulfill their needs and desires. Registered in securities, insurance with a Medicare and Social Security experience, gives him the ability to advise in a broad range of needs.
College Funding
Asset Protection
Jacob emphasizes financial planning and asset protection for his clients, which played a significant role in Jacob’s life as he watched his grandmother battle Alzheimer’s disease at a young age.

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