Kramer Wealth Strategies departs wirehouse for independence with Commonwealth

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announced the addition of Kramer Wealth Strategies of Massena, New York, to its network of independent financial advisors. Formerly affiliated with Morgan Stanley, financial advisor and principal Dale Kramer, CFP®, and his support team bring more than 60 years of combined industry experience, with clients in 18 states.

As a firm, Kramer Wealth Strategies helps its clients tackle life’s pivotal decisions in retirement and estate planning with an emphasis on customized portfolio management. When exploring making a move to the independent channel, Kramer looked for a firm that would allow him to focus entirely on his clients, nurturing the trust he’s built with them over his 37-year career. To learn more about the northern New York firm, visit https://www.kramerwealthstrategies.com.

“The team of people who work at Commonwealth reflect my values, goals, and beliefs regarding the importance of serving clients in a manner that benefits their needs,” said Kramer. “I am looking forward to building a financial service practice wholly based on the needs of our clients, and I am confident that Commonwealth’s privately owned, familial business will help us thrive.”

Kramer and his support staff will draw on Commonwealth’s open architecture, myriad financial planning tools, and extensive advanced planning resources to help clients achieve their goals—as well as reclaim their autonomy in how they do so. “I feel energized again as a financial professional as I cast off the one-size-fits-all approach and apply wealth strategies that are truly unique,” added Kramer.

“Being chosen by Kramer Wealth Strategies as their home for independence is an honor and a privilege,” said Andrew Daniels, Commonwealth’s managing principal, business development. “Leaving the known quantity of the wirehouse environment for the unknowns of independent business ownership can be daunting, and we’re proud to offer transition support with a focus on a soft landing.”

Daniels added, “Commonwealth’s tight-knit community and relentless focus on the advisor experience will be here to empower the firm to serve their clients, their way, for years to come.”

About Commonwealth Financial Network®

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about Commonwealth by visiting www.commonwealth.com.

Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, and 2020 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.