Adam Spiegelman, Spiegelman Wealth Management

Forging the best path—together

Chart your own course with insights and strategies gleaned from Commonwealth practice management experts. Plus, our consulting services come at no additional cost to you.

Financial Analysis

Is your firm's performance on par with industry benchmarks? Our in-depth analysis of your costs and revenues will uncover the answers you need to make strategic business decisions.

Firm Evolution

If you're eyeing a fee-only structure, considering acquiring a practice, or expanding your ensemble, let us help you weigh all the options before making your move.

Scale and Capacity

Whether it's short- or long-term growth you're seeking, our systems can help you scale your business to serve your clients effectively and efficiently.

Business Transitions

How will your business continue without you? Would you like to buy or sell? We'll help you plan for the future, whatever the circumstances.

Branding

It's your story, and we're excited to help you tell it. Learn how to define and market to your target audience with consistent, convincing messaging.

Staffing

Recruit, train, and manage staff or the next generation of advisors with our guidance geared toward building a thriving organization and getting the most from your team.

The practice management process at Commonwealth is customizable. It's as good as the effort I put in—that's how much I get out. It's a collaborative environment with real-time consulting and personalized advice.

Adam Spiegelman, Spiegelman Wealth Management with Commonwealth since 2018

Dina Sonenshein
Senior Practice Management Consultant

Commonwealth consultants: Meet Dina

Our practice management consultants strive to be your strategic partners. Working with you over the long term, we get to know your firm inside and out to help you build a growing and thriving business—whether it's a solo practice, multi-advisor ensemble, or large-scale enterprise.

I'll consult with you to:

Develop a strategic plan to grow and strengthen your business
Enhance your firm's profitability and value
Build a powerhouse team to take your practice to the next level
Grow your top line through referrals, marketing, or M&A
Scale your organization to maximize time serving clients
Help you work through what you don't have quite figured out (yet!)

Get growing with our complimentary 20-point system for revenue generation.

Get the Guide

How is practice management consulting different at Commonwealth?

The depth and breadth of our work are at the heart of the value we provide to our advisors. We know what works (and what doesn't) in the field. So, we can guide you toward finding the path that is best for you, offering sound answers and advice on your one-off questions or longer-term initiatives along the way.